Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sayeef? Claim Your ProfileSayeef Raihan Huq is a registered investment advisor representative at Fidelity Personal and Workplace Advisors. Sayeef Huq has been in the financial services industry since July 2021. Sayeef Huq is licensed to provide investment advice in all 50 states, the District of Columbia, and Puerto Rico. Sayeef Huq is a Series 7, Series 63, Series 66, Series 9, and Series 10 licensed financial professional. Prior to joining Fidelity Personal and Workplace Advisors, Sayeef Huq worked at TD Ameritrade. Sayeef Huq has experience providing financial planning, investment management, and portfolio management services to individuals, businesses, and retirement plans.
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.
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
TX
01/30/2024 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
07/01/2021 - 12/14/2021
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 01/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/02/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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