Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Qaysar? Claim Your ProfileQaysar Khalel Al aboosi is a registered investment advisor representative with SVB Wealth. Qaysar Al aboosi has been in the securities industry for over 5 years. Qaysar Al aboosi has passed the Series 63, Series 66, Series 7TO and Series 6TO exams. Qaysar Al aboosi has worked for several financial institutions including Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Prior to joining SVB Wealth, Qaysar Al aboosi was a registered representative for Wells Fargo Clearing Services, LLC. Qaysar Al aboosi is also an independent contract linguist for the FBI.
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.
Planned giving, family office, wealth planning
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
10/28/2022 - Present
SVB Wealth (California CA)
CA
05/21/2021 - 10/28/2022
WELLS FARGO CLEARING SERVICES, LLC (BURLINGAME CA)
CA
04/02/2020 - 05/03/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
CA
06/27/2019 - 02/25/2020
WELLS FARGO CLEARING SERVICES, LLC (SACRAMENTO CA)
BOTH
Issued 01/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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