Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Namdar? Claim Your ProfileNamdar Hosseinzadeh is a financial advisor who has been in the industry since 2014. Namdar currently works at Truist Advisory Services, Inc. and is registered with FINRA, the Securities Industry and Financial Markets Association, and is licensed to sell securities in all 50 states and Washington, D.C. Namdar has also been registered with the state of Florida as an investment advisor representative (IAR) since 2017. Namdar is a licensed principal, holding the Series 24 General Securities Principal Examination, which allows him to supervise other registered representatives. Namdar also holds the Series 7 General Securities Representative Examination, the Series 66 Uniform Combined State Law Examination, and the Securities Industry Essentials Examination (SIE). Namdar's experience includes working for Merrill Lynch, Pierce, Fenner & Smith Incorporated, PNC Investments, and SunTrust Investment Services, Inc. Namdar has worked with clients such as high net worth individuals, corporations, and individuals other than high net worth individuals. Namdar specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Namdar offers a wrap fee product and financial profiling services using desktop software. Namdar also publishes periodicals and selects other advisors for clients.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
01/05/2017 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
FL
11/12/2015 - 05/23/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
02/06/2014 - 10/20/2015
PNC INVESTMENTS (LEESBURG FL)
BOTH
Issued 05/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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