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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naimuddin? Claim Your ProfileNaimuddin Syed is a financial advisor with Ameriprise Financial Services, LLC. Naimuddin has been in the financial services industry since 1997. Naimuddin Syed is registered with the state of California as an investment advisor representative and a broker. Naimuddin is also registered in Texas as a broker. Naimuddin has worked with Ameriprise Financial Services, LLC since 2018 and has also worked with Cantella & Co., Inc., Raymond James Financial Services, Inc., Morgan Stanley & Co., Incorporated, and Morgan Stanley DW Inc.
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
07/07/2017 - Present
Ameriprise Financial Services, LLC (Santa Clarita CA)
CA
05/18/2010 - 07/26/2017
CANTELLA & CO., INC. (SANTA CLARITA CA)
CA
04/14/2008 - 04/16/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (SANTA CLARITA CA)
CA
04/02/2007 - 02/19/2008
MORGAN STANLEY & CO., INCORPORATED (VALENCIA CA)
CA
06/05/1997 - 04/02/2007
MORGAN STANLEY DW INC. (VALENCIA CA)
NY
09/18/1996 - 02/13/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/23/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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