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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shahid? Claim Your ProfileShahid Malik is a financial advisor with over 27 years of experience in the industry. Malik is currently registered with PNC Investments, where they provide investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Prior to joining PNC Investments, Shahid Malik worked at several other firms, including BANC of America Investment Services, Inc., Quick & Reilly, Inc., M. H. Meyerson & Co., Inc., Pacific Continental Securities Corporation, and Patterson Travis, Inc. Malik holds the Series 7, Series 24, and Series 63 licenses, as well as the Series 65 license and the SIE exam. Shahid Malik specializes in providing investment advice and portfolio management services to a variety of clients.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
11/10/2004 - Present
PNC Investments (WARREN NJ)
MA
10/20/2004 - 11/02/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
03/04/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NJ
11/09/1998 - 03/08/2002
M. H. MEYERSON & CO., INC. (JERSEY CITY NJ)
CA
11/02/1998 - 11/10/1998
PACIFIC CONTINENTAL SECURITIES CORPORATION (BEVERLY HILLS CA)
CO
07/17/1996 - 11/05/1998
PATTERSON TRAVIS, INC. (ENGLEWOOD CO)
IA
Issued 08/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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