Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Qureish? Claim Your ProfileQureish Esmail is a financial advisor with Osaic Wealth, Inc. Qureish has over 40 years of experience in the financial services industry. Qureish has a wide range of experience including experience with Woodbury Financial Services, Inc., AXA Advisors, LLC, MONY Securities Corporation, 1717 Capital Management Company, and John Hancock Distributors, Inc. Qureish is registered with the state of Illinois and Texas as an investment advisor representative. Qureish is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative. Qureish has passed the Series 63, Series 26, SIE, Series 7, Series 22, and Series 6 exams. Qureish's specializations include Fixed Insurance Products (Term Life, GUL, IUL, LTDI, etc). Qureish provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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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2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (LOMBARD IL)
IL
09/01/2005 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LOMBARD IL)
NY
06/01/2005 - 09/12/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/03/2000 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
DE
02/18/1986 - 02/28/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NA
10/20/1983 - 01/31/1986
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 10/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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