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Taimur Qadir

M & A Wealth

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About Taimur Qadir

Taimur Qadir is a financial advisor with M&A Wealth. Taimur specializes in providing financial planning, selection of other advisors, and portfolio management for businesses and individuals. Taimur has been in the industry since 2002 and has a wide range of experience working with different types of clients.

Firm Information

Taimur Qadir is currently registered with M & A Wealth. M&A Wealth is an independent registered investment advisor with $9.05 million in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer financial planning and selection of other advisors. The firm has 2 licensed agents and 2 investment advisor representatives.

$9.05M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Taimur Qadir’s Registration & Firm History

TX

03/22/2023 - Present

M&A Wealth (SUGARLAND TX)

TX

05/16/2019 - 12/03/2021

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Austin TX)

TX

04/27/2015 - 06/06/2019

PARK AVENUE SECURITIES LLC (HOUSTON TX)

TX

03/18/2011 - 01/13/2015

NYLIFE SECURITIES LLC (HOUSTON TX)

TX

01/01/2002 - 12/08/2010

METLIFE SECURITIES INC. (HOUSTON TX)

TX

01/01/2002 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (HOUSTON TX)

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Licenses & Designations

IA

Issued 01/14/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Taimur Qadir. Review regulatory record here.
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