Unclaimed
Syed Salman Bashir is a financial professional registered with both FINRA and the state of Texas. Bashir has been in the industry for 2 years, focusing on Investment Company Products/Variable Contracts and has experience with the Securities Industry Essentials exam. Syed's prior experience includes working for Northwestern Mutual Investment Services, LLC. He currently works for J.P. Morgan Securities LLC and is located in the Houston office. Syed is committed to helping clients achieve their financial goals and specializes in serving individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
03/08/2022 - Present
J.p. Morgan Securities LLC (HOUSTON TX)
TX
09/22/2020 - 10/08/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOUSTON TX)
BC
Issued 02/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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