Unclaimed
Syed Zafar Majid is a financial advisor with J.P. Morgan Securities LLC. Syed has been in the financial services industry since 2010. Syed holds FINRA Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Syed specializes in working with high-net-worth individuals, corporations and businesses, pension and profit-sharing plans, and charitable organizations. Syed has worked at previous firms including Xnergy Financial LLC, Scottrade, Inc., NYLife Securities LLC, and Farmers Financial Solutions, LLC.
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
10/25/2019 - Present
J.p. Morgan Securities LLC (MISSOURI CITY TX)
CA
08/08/2019 - 09/27/2019
XNERGY FINANCIAL LLC (LOS ANGELES CA)
TX
05/17/2018 - 05/08/2019
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
10/12/2015 - 03/09/2018
SCOTTRADE, INC. (KINGWOOD TX)
CA
09/26/2013 - 09/10/2015
NYLIFE SECURITIES LLC (Long Beach CA)
CA
09/21/2012 - 05/20/2013
FARMERS FINANCIAL SOLUTIONS, LLC (GARDENA CA)
CA
01/15/2008 - 10/15/2010
NEW ENGLAND SECURITIES (WOODLAND HILLS CA)
NY
03/28/2002 - 01/28/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 03/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Syed Majid is the right advisor for you? Invested Better is here to help.