Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Akbar? Claim Your ProfileAkbar Meherali is a financial advisor with Raymond James & Associates, Inc. located in Houston, TX. Akbar has over 20 years of experience in the financial services industry. Akbar has a wide range of experience, having worked with several firms including UBS Financial Services Inc., TD Ameritrade, Inc. and Scottrade, Inc. Akbar holds licenses in multiple states and has several designations including Series 63, Series 66, Series 7, Series 10, Series 9, Series 52TO, Series 53, and Series 4. Akbar specializes in providing financial planning, portfolio management, and other investment advisory services to individuals, businesses, and institutions.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
05/21/2024 - Present
Raymond James & Associates, Inc. (HOUSTON TX)
NJ
08/03/2020 - 05/21/2024
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TX
02/26/2018 - 04/28/2020
TD AMERITRADE, INC. (HOUSTON TX)
TX
10/15/2002 - 02/26/2018
SCOTTRADE, INC. (HOUSTON TX)
BOTH
Issued 03/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/26/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/05/2020
Series 4 - Registered Options Principal Examination
BC
Issued 02/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Akbar Meherali is the right advisor for you? Invested Better is here to help.
