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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nabeed? Claim Your ProfileNabeed Zaman is a financial advisor with Eagle Strategies LLC. Nabeed has been in the industry since 2015. Nabeed is registered in New York as an Investment Advisor Representative and a Broker. Prior to joining Eagle Strategies LLC, Nabeed worked at J.P. Morgan Securities LLC. Nabeed is a Series 6, 7, 63, 66, 14, 24, 99TO and SIE licensed professional. Nabeed holds a degree from CUNY Bernard M. Baruch College. Nabeed specializes in working with corporations, charitable organizations, high-net-worth individuals, and individuals other than high-net-worth. Nabeed offers financial planning services to individuals and provides portfolio management services to both individuals and businesses.
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.
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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 2/3/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/19/2024
Series 14 - Compliance Officer Examination
BC
Issued 7/30/2019
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 5/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
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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