Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nasser? Claim Your ProfileNasser Ahmad is a financial advisor with over 15 years of experience in the industry. He is a Certified Financial Planner™ and holds the Series 66, Series 7 and SIE licenses. Nasser is currently registered with Osaic Wealth, Inc. in California and Texas. Nasser has also worked with Arbor Point Advisors in California. Nasser provides financial planning, portfolio management and pension consulting services to a wide range of clients, including individuals, families, businesses, and charitable organizations. He is committed to helping clients achieve their financial goals.
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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CA
06/14/2024 - Present
Osaic Wealth, Inc. (SACRAMENTO CA)
CA
03/22/2017 - 06/14/2024
SECURITIES AMERICA, INC. (SANTA ROSA CA)
CA
01/07/2016 - 04/06/2017
LPL FINANCIAL LLC (SUNNYVALE CA)
CA
12/03/2010 - 01/19/2016
FIDELITY BROKERAGE SERVICES LLC (SUNNYVALE CA)
CA
05/26/2009 - 11/03/2010
BANCWEST INVESTMENT SERVICES, INC. (CUPERTINO CA)
CA
06/11/2008 - 08/01/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CAMPBELL CA)
BOTH
Issued 09/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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