Unclaimed
Nasir Hussain Jaffry is an Investment Advisor Representative with Osaic Wealth, Inc., with over 25 years of experience in the financial industry. Nasir has a broad range of experience, having worked for several firms including Woodbury Financial Services, Inc. and Questar Capital Corporation. Nasir's career experience spans a number of roles, including sales, service, and premium financing. Nasir holds Series 6, 7, 24, 63, and 65 licenses. Nasir's primary focus is providing investment advice to both 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.
1
2
NJ
01/19/2024 - Present
Osaic Wealth, Inc. (CHERRY HILL NJ)
NJ
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CHERRY HILL NJ)
NJ
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (MOORESTOWN NJ)
NJ
09/09/2003 - 12/01/2006
USALLIANZ SECURITIES, INC. (STRATFORD NJ)
SC
10/04/2000 - 09/08/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
07/28/1998 - 09/25/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/28/1998 - 09/25/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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