Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saadia? Claim Your ProfileSaadia Ahmed is a financial advisor registered in California and Texas. Saadia has been in the industry since 1998 and currently works at Kaizen Financial Strategies, LLC. Saadia holds the Series 6, 7, and 66 licenses, as well as the SIE.
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.
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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CA
11/02/2018 - Present
Kaizen Financial Strategies, LLC (Campbell CA)
CA
03/03/2006 - 11/12/2018
WADDELL & REED (CAMPBELL CA)
CA
02/18/1998 - 06/07/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 04/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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