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Saeed Abdulla Sulaiman

Creative Financial Designs, Inc.

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About Saeed Abdulla Sulaiman

Saeed Sulaiman is a financial advisor who has been in the industry since 2012. He is currently registered with Creative Financial Designs, Inc., and has previous experience with Questar Capital Corporation and Wells Fargo Clearing Services, LLC. Saeed Sulaiman holds the Series 66, Series 7, and SIE licenses. He specializes in providing financial planning, educational seminars, and portfolio management services for individuals and businesses.

Firm Information

Saeed Sulaiman is currently registered with Creative Financial Designs, Inc.. Creative Financial Designs, Inc. is an investment advisor headquartered in Kokomo, IN. The firm provides financial planning, portfolio management, and educational seminars for individuals, businesses, charitable organizations, and pension plans. They have a team of 79 licensed agents, 149 investment adviser representatives, and 140 registered representatives, managing over $2 billion in assets for over 12,000 clients.
Creative Financial Designs, Inc.

2704 S GOYER RD

KOKOMO, IN 46902

$2.08B

Assets Under Management

140

Total Clients

140

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Saeed Sulaiman’s Registration & Firm History

IN

01/28/2019 - Present

Creative Financial Designs, Inc. (KOKOMO IN)

SD

07/05/2017 - 01/24/2019

QUESTAR CAPITAL CORPORATION (RAPID CITY SD)

SD

06/13/2014 - 07/13/2017

WELLS FARGO CLEARING SERVICES, LLC (RAPID CITY SD)

SD

07/06/2012 - 05/07/2014

WADDELL & REED (RAPID CITY SD)

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Licenses & Designations

BOTH

Issued 10/12/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Saeed Abdulla Sulaiman.
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