Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iftikhar? Claim Your ProfileIftikhar Mahmud Ahmed is a financial advisor with Kaizen Financial Strategies, LLC located in Campbell, CA. Iftikhar has been in the industry for over 5 years. Iftikhar holds the Series 66, Series 7 and SIE licenses and is registered with the states of California and Texas. Iftikhar is a Certified Financial Planner and is affiliated with Waddell & Reed. Iftikhar focuses on individual and business portfolio management and financial planning.
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.
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.
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CA
11/02/2018 - Present
Kaizen Financial Strategies, LLC (Campbell CA)
CA
12/11/2013 - 11/12/2018
WADDELL & REED (CAMPBELL CA)
BOTH
Issued 12/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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