Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bilal? Claim Your ProfileBilal Qaiser is a financial advisor with TD Private Client Wealth LLC. Bilal has been in the industry since 2018. Bilal has a strong background in financial services, with experience at firms like JPMorgan Securities LLC, Key Investment Services LLC and Citizens Securities, INC. Bilal specializes in providing financial planning, pension consulting and portfolio management 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.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
02/06/2025 - Present
TD Private Client Wealth LLC (VIENNA VA)
CT
05/13/2019 - 07/29/2021
J.P. MORGAN SECURITIES LLC (NEW HAVEN CT)
CT
03/29/2018 - 11/07/2018
KEY INVESTMENT SERVICES LLC (East Hartford CT)
CT
09/19/2017 - 02/23/2018
CITIZENS SECURITIES, INC. (NEW HAVEN CT)
BOTH
Issued 11/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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