Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Itaat? Claim Your ProfileItaat Husain is a registered representative of J. W. Cole Advisors, Inc., with over 20 years of experience in the financial services industry. Itaat's career began at Citigroup Global Markets Inc. in 1998, where she worked for over six years before moving to Wells Fargo Advisors Financial Network, LLC. In 2018, Itaat joined J. W. Cole Advisors, Inc. in Tampa, Florida. Itaat specializes in providing financial planning, investment management, and consulting services to individuals, businesses, and charitable organizations. She is registered with the state of Hawaii as an Investment Advisor Representative (IAR) and also holds a Series 7, Series 63, and Series 65 license. Itaat is a notary public in the state of Hawaii.
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.
Hourly & fixed rate consulting
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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2
FL
08/20/2018 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
HI
01/19/2005 - 08/22/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HONOLULU HI)
NY
05/19/1998 - 02/03/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 05/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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