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Haider Hasan Thamir

Summit Financial

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About Haider Hasan Thamir

Haider Hasan Thamir is an Investment Advisor Representative with Summit Financial. Haider is a registered representative and has been in the industry since 1991. He has a wide range of experience and expertise. Haider holds Series 6, 7, 63, and 65 licenses.

Firm Information

Haider Thamir is currently registered with Summit Financial. Summit Financial is an investment advisor headquartered in HUNT VALLEY, MD. The firm has 4 licensed agents, 6 investment advisor representatives, and 6 registered representatives. They manage approximately $255,026,324 in assets for 583 clients. Summit Financial provides financial planning, portfolio management for individuals, and selection of other advisers. Their client base includes individuals other than high-net-worth individuals, high-net-worth individuals, and corporations or other businesses. They participate in wrap fee programs.
Summit Financial

11350 MCCORMICK ROAD

HUNT VALLEY, MD 21031

$255.03M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Haider Thamir’s Registration & Firm History

MD

08/29/2016 - Present

Summit Financial (HUNT VALLEY MD)

CT

10/17/2003 - 06/24/2004

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

FL

01/02/2003 - 07/28/2003

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

NY

04/07/2000 - 01/13/2003

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

NY

01/20/1997 - 03/22/2000

AXA ADVISORS, LLC (NEW YORK NY)

NY

01/20/1997 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

MN

02/05/1993 - 12/04/1996

MIMLIC SALES CORPORATION (ST. PAUL MN)

NY

10/08/1990 - 01/26/1993

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

10/08/1990 - 01/26/1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/03/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/1995

Series 7 - General Securities Representative Examination

BC

Issued 10/04/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Haider Hasan Thamir.
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