Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sameer? Claim Your ProfileSameer Sait is a financial advisor with Wells Fargo Clearing Services, LLC. Sameer Sait has been in the financial services industry since May 9, 2010. Sameer Sait is registered with FINRA and has been in the financial services industry since 2010. Sameer Sait is also registered with the state of Illinois and Texas. Sameer Sait has a Series 7, Series 31, and Series 66 licenses.
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.
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.
Investment consulting services to institutional clients
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
IL
10/24/2023 - Present
Wells Fargo Clearing Services, LLC (CHICAGO IL)
IL
07/24/2019 - 10/25/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
05/10/2010 - 07/26/2019
MORGAN STANLEY (CHICAGO IL)
BOTH
Issued 06/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 05/07/2010
Series 7 - General Securities Representative 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
Not sure Sameer Sait is the right advisor for you? Invested Better is here to help.
