Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Azhar? Claim Your ProfileAzhar Abbas Shah is a registered representative with LPL Financial LLC, a firm based in Fort Mill, South Carolina. Azhar has been in the financial services industry since February 2015. Azhar holds a Series 7 and Series 66 license and the SIE designation. Azhar works from the LPL Financial LLC office in Wading River, NY. Azhar also has previous experience with FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC, a firm based in Patchogue, NY. Azhar is currently registered with the states of Florida, New Jersey, New York and Pennsylvania.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/03/2021 - Present
LPL Financial LLC (WADING RIVER NY)
NY
04/30/2018 - 01/24/2020
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (PATCHOGUE NY)
BOTH
Issued 04/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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