Unclaimed
Azim Nakhooda is a financial advisor with Seia, a firm based in Los Angeles, California. Azim has been in the industry since 1997. Azim's career has included working with Lincoln Financial Advisors Corporation and Securities America, Inc. Azim currently provides financial planning and portfolio management for individuals and businesses. Azim is registered with FINRA and the Securities and Exchange Commission.
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.
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.
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
CA
06/19/2024 - Present
Seia (LOS ANGELES CA)
OH
04/07/2021 - 06/17/2024
CADARET, GRANT & CO., INC. (Cleveland OH)
OH
12/24/2013 - 04/13/2021
SECURITIES AMERICA, INC. (MAYFIELD HEIGHTS OH)
OH
08/04/2005 - 03/15/2013
SECURITIES AMERICA, INC. (MAYFIELD HEIGHTS OH)
IN
08/26/1997 - 08/03/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/26/1997 - 08/03/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 02/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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