Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Syed? Claim Your ProfileSyed Chowdhury is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Syed has been in the financial services industry since October 3, 2021 and has a wide range of experience working with different types of clients, including individuals, corporations, businesses, insurance companies, and pension and profit-sharing plans. Syed holds Series 63, 66, and 7 licenses and offers a variety of financial services including portfolio management, financial planning, and investment advisory services. Syed was previously registered with Charles Schwab & Co., Inc. and worked as a financial advisor for a number of other firms in the past.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
12/12/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
TX
08/07/2021 - 06/21/2022
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 10/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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