Unclaimed
Azeem Salim Abdul haqq is a registered investment advisor representative with Osaic Institutions, Inc. Azeem is licensed in Ohio. Azeem has been in the financial industry since 2007. Azeem has passed the Series 63, Series 65, and Series 66 exams. In addition to working with Osaic Institutions, Inc., Azeem is also an investor in 19440 Glendale LLC, a cannabis grow facility in Michigan and Amsterdam Capital Solutions, LLC, a business loan investor. Azeem provides financial planning and portfolio management services for individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
OH
11/18/2024 - Present
Osaic Institutions, Inc. (Dublin OH)
Active
Inactive
Not sure Azeem Abdul haqq is the right advisor for you? Invested Better is here to help.