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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naim? Claim Your ProfileNaim Cukovic is an investment advisor representative with TD Private Client Wealth LLC and has been in the industry since November 11, 1999. Naim is registered in 11 states, including Connecticut, Florida, Maine, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Vermont. Naim is also registered as a broker with FINRA. Naim is a Registered Representative with TD Ameritrade, Inc., previously. Naim works with a variety of clients, including individuals, high-net-worth individuals, insurance companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Naim provides a wide range of financial planning services, including portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and publication of periodicals.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
12/12/2024 - Present
TD Private Client Wealth LLC (HARTFORD CT)
NH
05/05/1999 - 01/11/2021
TD AMERITRADE, INC. (PORTSMOUTH NH)
NY
10/26/1998 - 02/08/1999
PHD CAPITAL (NEW YORK NY)
CA
12/15/1998 - 02/04/1999
PACIFIC CONTINENTAL SECURITIES CORPORATION (BEVERLY HILLS CA)
BOTH
Issued 05/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 07/24/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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