Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sardar? Claim Your ProfileSardar Sheraz Iftikhar is a financial advisor with over 20 years of experience in the industry. He has been registered with the Securities and Exchange Commission (SEC) since 2003 and currently holds registrations with Cadaret, Grant & CO., Inc. and Arch Global Advisors, LLC. He is licensed to provide investment advice and securities transactions in a number of states, including New York, Texas, and others. Sardar Sheraz Iftikhar's primary focus is on providing investment advisory services to individuals, businesses, and charitable organizations. He specializes in developing personalized financial plans, managing investment portfolios, and helping clients achieve 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.
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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2
NY
01/29/2024 - Present
Cadaret, Grant & CO., Inc. (New York NY)
NY
07/13/2018 - 04/17/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (New York NY)
NY
07/09/2007 - 07/16/2018
VOYA FINANCIAL ADVISORS, INC. (LONG ISLAND CITY NY)
NY
10/23/2003 - 07/20/2007
GUNNALLEN FINANCIAL, INC (NEW YORK NY)
NY
09/24/2003 - 11/21/2003
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
BOTH
Issued 10/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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