Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shiraz? Claim Your ProfileShiraz Syed Zaidi is an active investment advisor representative at Kestra Advisory Services, LLC and a registered representative at Kestra Investment Services, LLC. Shiraz is licensed to provide investment advisory services and securities brokerage services in multiple states. Shiraz has been working in the financial industry since 2011 and holds the Series 6, 7, 63, and 66 securities licenses. In addition to his work with Kestra, Shiraz also owns and manages several real estate properties and holds partnerships in other businesses. Shiraz specializes in providing financial planning, portfolio management, and retirement planning services to individuals, businesses, and high-net-worth 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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2
NY
10/16/2023 - Present
Kestra Advisory Services, LLC (ROCKVILLE CENTRE NY)
NY
10/01/2012 - 03/24/2015
J.P. MORGAN SECURITIES LLC (MEDFORD NY)
NY
08/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BELLPORT NY)
BOTH
Issued 02/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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