Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reshat? Claim Your ProfileReshat Kadiu is a financial professional with over 5 years of experience in the industry. Reshat is currently registered with Osaic Wealth, Inc. and is based in Scottsdale, Arizona. Previously, Reshat was associated with SAGEPOINT FINANCIAL, INC., CETERA INVESTMENT SERVICES LLC, and FORESTERS FINANCIAL SERVICES, INC. Reshat holds the Series 6, Series 63, and SIE licenses. Reshat's areas of specialization include financial planning, pension consulting, and portfolio management for individuals and businesses. Reshat is committed to providing clients with personalized financial advice and guidance to help them 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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2
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
03/22/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NY
06/20/2019 - 03/10/2022
CETERA INVESTMENT SERVICES LLC (NEW YORK NY)
NY
05/18/2018 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (NEW YORK NY)
BC
Issued 05/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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