Unclaimed
Shafaq Naeem Kazi is an investment advisor representative with Shariaportfolio, Inc. Shafaq Kazi has been a licensed investment adviser representative since 2018 and has worked in the investment industry since 2013. Kazi holds a Series 65 license. Shariaportfolio, Inc. specializes in providing investment advisory services for individuals, investment companies and pooled investment vehicles. They provide a variety of services including financial planning, portfolio management, and educational seminars. Shafaq Naeem Kazi is registered with the state of Florida and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
05/02/2018 - Present
Shariaportfolio, Inc. (Austin TX)
IA
Issued 05/01/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Shafaq Kazi is the right advisor for you? Invested Better is here to help.