Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naj? Claim Your ProfileNajaf Altaf Ahmed is a financial advisor with over 25 years of experience in the industry. Najaf is currently registered with Osaic Wealth, Inc. in multiple states and has previously worked for firms such as Woodbury Financial Services, Inc., Capital One Investing, LLC, Capital One Investment Services LLC, and Chevy Chase Financial Services. Najaf holds a variety of licenses and certifications, including Series 4, 6, 7, 24, 52TO, 66 and SIE. Najaf provides a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for 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.
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.
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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2
MD
01/19/2024 - Present
Osaic Wealth, Inc. (OLNEY MD)
MD
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Bethesda MD)
VA
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (McLean VA)
VA
04/26/2010 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)
MD
09/14/1999 - 05/01/2010
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
FL
08/24/1999 - 10/05/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MD
05/28/1997 - 08/17/1999
CHEVY CHASE FINANCIAL SERVICES CORPORATION (BETHESDA MD)
BOTH
Issued 2/13/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/1/2001
Series 4 - Registered Options Principal Examination
BC
Issued 7/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 5/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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