Unclaimed
Syeda Husnaa Mahmood is a financial advisor with Sage Private Wealth Group, LLC in Oakbrook Terrace, Illinois. Syeda has been in the industry for 2 years. She is registered with the state of Illinois. Syeda Mahmood holds Series 66, Series 7TO, and SIE licenses. Syeda is also registered with the Financial Industry Regulatory Authority (FINRA).
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
1
2
IL
10/16/2024 - Present
Sage Private Wealth Group, LLC (Oakbrook Terrace IL)
BOTH
Issued 03/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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