Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kashif? Claim Your ProfileKashif Sagheer Ahmad is a financial advisor who has been in the industry since 1999. Kashif is currently registered with City National Rochdale and has been with the firm since November 1999. Kashif has a Series 7 and Series 66 license and is also a Chartered Financial Analyst. Kashif has a history of working with individuals, investment companies, corporations and other businesses, pension and profit-sharing plans, and charitable organizations.
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.
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.
Strategic management for diversified investment portfolios.
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.
1
2
NY
02/02/2024 - Present
City National Rochdale (NEW YORK NY)
NA
10/03/1994 - 07/11/1995
MERIDIAN, DUNHILL & CO., INC.
NY
08/15/1994 - 10/03/1994
DUNHILL EQUITIES, INC. (GARDEN CITY NY)
BOTH
Issued 07/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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