Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naief? Claim Your ProfileNaief Al-chaikh is a financial advisor with Ameriprise Financial Services, LLC. Naief has been in the financial industry since 2011. Naief has experience with providing investment advice to individuals, businesses, trusts, estates, pension and profit sharing plans, charitable organizations, and insurance companies. Naief is registered with the state of California and is also licensed to sell securities in Arizona, California, Colorado, Delaware, New Mexico, North Carolina, Texas, and Virginia. Naief is a graduate of the University of California, San Diego.
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.
Asset allocation services
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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CA
08/21/2023 - Present
Ameriprise Financial Services, LLC (San Diego CA)
CA
02/25/2014 - 11/06/2023
COMERICA SECURITIES (SAN DIEGO CA)
CA
06/06/2011 - 02/24/2014
TD AMERITRADE, INC. (SAN DIEGO CA)
IA
Issued 04/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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