Unclaimed
Qasim Bajwa is a financial advisor with Stephens, a firm based in Little Rock, Arkansas. Qasim joined the firm in September 2021 after working at Stifel, Nicolaus & Company, Incorporated for over two years. Qasim's experience includes investment banking and general securities. Qasim holds the Series 63, 7TO, 79TO, and SIE licenses. Qasim specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
DC
09/24/2021 - Present
Stephens (Washington DC)
MD
10/22/2019 - 09/29/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BETHESDA MD)
BC
Issued 11/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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