Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seemi? Claim Your ProfileSeemi Ejaz Bajwa is an investment professional with over 13 years of experience in the financial services industry. Seemi has held roles at several reputable firms, including J.P. Morgan Securities LLC, Wells Fargo Clearing Services, LLC, and BMO Harris Financial Advisors, Inc. Currently, Seemi is registered with LPL Financial LLC and is based in Oak Creek, Wisconsin. Seemi has a strong understanding of the investment industry and has earned several licenses and certifications, including Series 6, Series 63, and SIE. Seemi specializes in providing investment advice and financial planning services to a wide range of clients, including individuals, corporations, and institutions.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
03/24/2021 - Present
LPL Financial LLC (OAK CREEK WI)
WI
02/04/2020 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (OAK CREEK WI)
WI
02/11/2019 - 02/20/2020
J.P. MORGAN SECURITIES LLC (OAK CREEK WI)
WI
03/30/2011 - 12/18/2018
WELLS FARGO CLEARING SERVICES, LLC (MILWAUKEE WI)
WI
02/07/2007 - 07/23/2009
COUNTRY CAPITAL MANAGEMENT COMPANY (RACINE WI)
BC
Issued 10/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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