Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Syeda? Claim Your ProfileSyeda Farhat is a financial professional with over 8 years of experience in the industry. Syeda is currently registered with Morgan Stanley in Georgia and Texas. Syeda has previously held positions at PFS INVESTMENTS INC., J.P. MORGAN SECURITIES LLC, and E*TRADE SECURITIES LLC. Syeda holds several licenses including Series 63, Series 66, Series 7, Series 9, Series 10, and Series 24. Syeda specializes in asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
04/01/2024 - Present
Morgan Stanley (Duluth GA)
GA
09/25/2018 - 11/17/2023
PFS INVESTMENTS INC. (DULUTH GA)
GA
08/11/2016 - 09/12/2018
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
12/05/2014 - 11/04/2015
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 03/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/09/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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