Unclaimed
Reza Arif Sultan is a financial advisor with BDT & MSD Partners, LLC, based in Dallas, TX. Reza has been in the financial services industry since 2010. Reza is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following licenses: Series 7, Series 24, Series 63, Series 79, and SIE. Reza has experience in investment banking and is registered in 51 states.
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.
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.
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2
TX
08/21/2012 - Present
BDT & MSD Partners, LLC (Dallas TX)
IL
08/17/2010 - 08/01/2012
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
BC
Issued 01/22/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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