linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Shakeeb H Syed

Transamerica Financial Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Shakeeb? Claim Your Profile

About Shakeeb H Syed

Shakeeb H Syed is a registered investment advisor representative with Transamerica Financial Advisors, Inc. Shakeeb H Syed has been in the industry since 2013 and holds a Series 6, 7, 31, 63, 65 and SIE license. Prior to joining Transamerica Financial Advisors, Inc., Shakeeb H Syed was registered with Allstate Financial Services, LLC, Avantax Investment Services, Inc., Citizens Securities, Inc., Quest Capital Strategies, Inc. and Morgan Stanley DW Inc. Shakeeb H Syed is registered in Massachusetts, Rhode Island and Texas. The firm's main office is located in St Petersburg, Florida.

Firm Information

Shakeeb Syed is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Shakeeb Syed’s Registration & Firm History

MA

02/06/2023 - Present

Transamerica Financial Advisors, Inc. (CANTON MA)

RI

09/17/2021 - 09/01/2022

ALLSTATE FINANCIAL SERVICES, LLC (North Kingstown RI)

RI

04/18/2018 - 09/03/2021

AVANTAX INVESTMENT SERVICES, INC. (Providence RI)

RI

01/05/2015 - 01/12/2018

CITIZENS SECURITIES, INC. (WOONSOCKET RI)

CA

04/11/2003 - 11/19/2003

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

NY

06/18/2001 - 09/30/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if Shakeeb H Syed is right for you?

Licenses & Designations

IA

Issued 10/13/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/2015

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 07/20/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2018

Series 7 - General Securities Representative Examination

BC

Issued 01/05/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/26/2001

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shakeeb H Syed.
Not sure if Shakeeb H Syed is right for you?