Unclaimed
Adnan Ibne Haq has been a registered investment advisor for over 25 years. Adnan is currently registered with Ameriprise Financial Services, LLC, and has a branch office in Kirkland, Washington. Adnan has a strong background in the financial industry and has earned several licenses and certifications, including the Series 63, Series 65, Series 7, and SIE. Adnan specializes in providing financial planning, asset allocation, and portfolio management services for individuals, families, and businesses. Adnan has a strong track record of helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WA
02/19/1997 - Present
Ameriprise Financial Services, LLC (KIRKLAND WA)
MN
02/18/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/31/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Adnan Haq is the right advisor for you? Invested Better is here to help.