Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Syed? Claim Your ProfileSyed Jamal Mohsin is a financial advisor registered with Vanderbilt Advisory Services in WOODBURY, NY. Syed has been in the financial services industry since 1984. Syed is also registered with the state of New York, Arizona, California, Florida, and New Jersey. Syed has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Syed specializes in providing financial planning, portfolio management, and investment advisory services.
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.
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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NY
09/25/2024 - Present
Vanderbilt Advisory Services (WOODBURY NY)
NY
04/04/2002 - 02/14/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
11/03/1999 - 02/26/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/27/1997 - 11/10/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MA
04/06/1993 - 01/01/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/06/1993 - 01/01/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
06/19/1992 - 03/04/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MA
08/22/1983 - 06/01/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/22/1983 - 06/01/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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