Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Syed? Claim Your ProfileSyed Mohammad Nishat is a financial advisor with over 20 years of experience in the industry. Syed is a registered representative in 45 states and a registered investment advisor in 4 states. Syed works with clients on a variety of financial planning needs, including retirement planning, college savings, and estate planning. Syed also provides portfolio management services for individuals and businesses. Syed holds the Series 7, Series 63 and Series 66 securities licenses and the SIE exam. Syed is currently affiliated with Osaic Wealth, Inc., which is a national financial services firm with a reputation for providing comprehensive financial planning and investment management services to individuals, families, and businesses.
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.
1
2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (NEW YORK NY)
NY
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (NEW YORK NY)
NY
06/01/2010 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (NEW YORK NY)
NY
01/29/2004 - 06/01/2010
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
05/07/2003 - 01/30/2004
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
BOTH
Issued 06/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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