Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamim? Claim Your ProfileTamim Wali is a financial advisor with over 8 years of experience in the industry. Tamim Wali is currently registered with Osaic Wealth, Inc. and has previously worked at firms such as SagePoint Financial, Inc., Equitable Advisors, LLC, Spire Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC, ICMA-RC Services, LLC, MetLife Securities, Inc, and J. W. Gant & Associates, Inc.. Tamim Wali provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and institutions. Tamim Wali is a Series 6, 7, 63, 66, and SIE licensed professional. Tamim Wali holds a Series 66 license from Virginia, as well as a Series 7 license from Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
04/12/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
VA
06/14/2021 - 04/13/2022
EQUITABLE ADVISORS, LLC (FALLS CHURCH VA)
VA
04/27/2020 - 01/05/2021
SPIRE SECURITIES, LLC (RESTON VA)
VA
12/26/2019 - 04/03/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURKE VA)
VA
04/26/2018 - 12/06/2019
LPL FINANCIAL LLC (HERNDON VA)
DC
08/10/2016 - 04/09/2018
ICMA-RC SERVICES, LLC (WASHINGTON DC)
VA
08/04/2015 - 07/01/2016
METLIFE SECURITIES, INC (FALLS CHURCH VA)
NA
11/21/1991 - 05/22/1992
J. W. GANT & ASSOCIATES, INC.
NA
02/01/1991 - 06/11/1991
J. W. GANT & ASSOCIATES, INC.
BOTH
Issued 10/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/31/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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