Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jahangir? Claim Your ProfileJahangir Ali Sultan is a financial professional with over 20 years of experience in the financial services industry. Jahangir has held various roles at several firms, including NYLIFE Securities LLC, SCOTTRADE, INC., FIDELITY BROKERAGE SERVICES LLC, MORGAN STANLEY, TD AMERITRADE, INC., and 1ST GLOBAL CAPITAL CORP. Currently, Jahangir is registered with Avantax Advisory Services, where Jahangir provides financial advice to individuals, businesses, and retirement plans. Jahangir holds multiple licenses, including Series 7, 9, 10, 24, 63, and 66. Jahangir is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
03/05/2019 - Present
Avantax Advisory Services (Dallas TX)
TX
05/22/2018 - 02/12/2019
NYLIFE SECURITIES LLC (FRISCO TX)
CT
01/23/2017 - 03/08/2018
SCOTTRADE, INC. (WEST HARTFORD CT)
CT
08/11/2014 - 08/02/2016
FIDELITY BROKERAGE SERVICES LLC (WEST HARTFORD CT)
TX
11/23/2012 - 07/21/2014
MORGAN STANLEY (DALLAS TX)
TX
02/08/2010 - 11/26/2012
TD AMERITRADE, INC. (FORT WORTH TX)
TX
07/28/2009 - 02/01/2010
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
07/19/2000 - 08/04/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 08/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2011
Series 4 - Registered Options Principal Examination
BC
Issued 03/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 11/23/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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