Unclaimed
Nabeed Zaman is a financial professional with extensive experience in the investment industry. Nabeed has been actively involved in the industry since July 2015. Nabeed holds licenses in both broker-dealer and investment advisor capacities and is registered with the state of New York. Nabeed is currently associated with Eagle Strategies LLC. Nabeed holds a variety of licenses and qualifications, including Series 6, 7, 24, 63, 66, 99, and SIE. Nabeed has a strong background in working with both individuals and corporations, and is committed to providing clients with personalized financial advice and guidance.
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.
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.
1
2
NY
02/10/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
12/16/2014 - 05/19/2015
J.P. MORGAN SECURITIES LLC (SUNNYSIDE NY)
BOTH
Issued 02/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2024
Series 14 - Compliance Officer Examination
BC
Issued 07/30/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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