Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shahid? Claim Your ProfileShahid Ali Syed is a registered investment advisor representative with Ameritas Advisory Services, LLC. Shahid has over 25 years of experience in the financial services industry. Shahid holds Series 6, 7, 24 and 63 licenses. Shahid is also a licensed independent insurance agent and has extensive experience in financial planning, portfolio management, and property and casualty insurance sales. Shahid has previously worked with 1717 Capital Management Company, MetLife Securities Inc., and Metropolitan Life Insurance Company.
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.
Solicitor fees
1
2
NY
11/01/2021 - Present
Ameritas Advisory Services, LLC (Roslyn Heights NY)
NY
08/09/2006 - 05/28/2008
1717 CAPITAL MANAGEMENT COMPANY (NEW YORK NY)
NY
08/29/1996 - 08/03/2006
METLIFE SECURITIES INC. (JACKSON HEIGHTS NY)
NY
08/29/1996 - 08/03/2006
METROPOLITAN LIFE INSURANCE COMPANY (JACKSON HEIGHTS NY)
BC
Issued 09/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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