Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mansoor? Claim Your ProfileMansoor Ahmed is a financial advisor currently registered with Osaic Wealth, Inc. Mansoor has over 25 years of experience in the financial services industry. Mansoor holds the Series 7, Series 24, Series 63 and Series 65 licenses. Mansoor is registered to offer securities and advisory services in Arizona, California, Georgia, Illinois, Indiana, Kentucky, Michigan, Missouri, North Carolina, Pennsylvania, Texas and Virginia. Mansoor offers a variety of services to individuals, businesses, corporations, charitable organizations, pension and profit sharing plans, state and municipal government entities, and high-net-worth individuals. These services include financial planning, pension consulting, educational seminars, and portfolio management.
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.
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
IL
01/19/2024 - Present
Osaic Wealth, Inc. (DOWNERS GROVE IL)
IL
05/15/2008 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
IL
05/10/1999 - 05/27/2008
METLIFE SECURITIES INC. (DOWNERS GROVE IL)
IL
05/10/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DOWNERS GROVE IL)
NJ
05/17/1998 - 02/04/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
01/29/1998 - 02/02/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 06/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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