Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sameer? Claim Your ProfileSameer Baig is a financial advisor registered with Ameriprise Financial Services, LLC. Sameer is based in Charlotte, NC and has been in the industry since 2019. Sameer has passed the Series 7TO, SIE, and Series 66 exams. Sameer's previous employers include Fidelity Brokerage Services LLC, Vanguard Marketing Corporation, and Equitable Advisors, LLC.
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.
Asset allocation services
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.
1
2
NC
01/22/2025 - Present
Ameriprise Financial Services, LLC (Charlotte NC)
FL
05/20/2021 - 10/17/2022
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
NC
09/08/2020 - 05/21/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NY
11/14/2019 - 08/13/2020
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 02/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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