Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taimur? Claim Your ProfileTaimur Ali Baig is a financial advisor at Raymond James & Associates, Inc. Taimur has been in the industry since 2009 and has experience working at other firms such as Morgan Stanley and Wells Fargo Clearing Services, LLC. Taimur holds a Series 66 license and has passed the SIE and Series 7 exams. Taimur provides financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Taimur currently has registrations in Arizona, California, Colorado, Florida, Missouri, New Jersey, New York, Oregon, Texas, Virginia, and Washington.
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.
Please see note in schedule d - miscellaneous
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
CA
03/18/2024 - Present
Raymond James & Associates, Inc. (San Diego CA)
NY
01/06/2017 - 03/21/2024
MORGAN STANLEY (PURCHASE NY)
CA
07/07/2011 - 01/11/2017
WELLS FARGO CLEARING SERVICES, LLC (SUNNYVALE CA)
CO
09/24/2009 - 03/30/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
BOTH
Issued 10/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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