Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Syed? Claim Your ProfileSyed Quadri is a registered representative and investment advisor representative with Osaic Wealth, Inc., based in Scottsdale, Arizona. Syed is a seasoned financial professional with experience in both the brokerage and advisory space. Syed has held previous positions with Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc. and Woodbury Financial Services, Inc., demonstrating a deep understanding of investment strategies and client needs. Syed specializes in working with individuals, high net worth individuals, corporations, and charitable organizations, providing a comprehensive suite of financial planning and advisory services tailored to meet their specific goals.
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.
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2
AZ
01/19/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
01/19/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NC
06/25/2019 - 11/09/2020
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
TX
04/08/2019 - 05/30/2019
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BOTH
Issued 07/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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