Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sadik? Claim Your ProfileSadik Kulla is a financial advisor with Raymond James & Associates, Inc. Sadik has over 20 years of experience in the financial services industry, having previously worked at Morgan Stanley and other firms. Sadik has a strong track record of providing clients with financial advice and investment management services. Sadik holds a Series 4, 7, 9, 10, 24, and 66 licenses and is registered in Connecticut and New York. Sadik is dedicated to providing clients with personalized financial advice and investment solutions to help them reach 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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/14/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
06/01/2009 - 06/15/2016
MORGAN STANLEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
02/01/2006 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
CT
04/29/2003 - 01/09/2006
ADVEST, INC. (HARTFORD CT)
CT
02/19/2002 - 04/21/2003
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
NY
01/01/2001 - 12/19/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2004
Series 4 - Registered Options Principal Examination
BC
Issued 07/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 03/11/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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