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Umair Jawaid is a registered representative associated with TD Private Client Wealth LLC and has been in the industry since September 2017. Umair holds a Series 66 license and is registered in Florida. Umair is a part-owner of ON DEMAND REHAB LLC. Prior to joining TD Private Client Wealth LLC, Umair was employed by JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Umair's experience also includes time spent at LPL Finanical LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America, N.A. Umair specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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FL
09/27/2024 - Present
TD Private Client Wealth LLC (Fort Lauderdale FL)
Active
Inactive
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