Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Waheeda? Claim Your ProfileWaheeda Kakar Noor is a financial professional with over 15 years of experience in the industry. Waheeda is a registered representative with Wells Fargo Clearing Services, LLC and holds the Series 7, Series 63, and Series 65 licenses. Waheeda has also worked with Wachovia Securities, LLC and Randstad. Waheeda is a member of the San Diego Afghan Refugees Aid Group and serves as treasurer for the organization. Waheeda's experience and qualifications make her well-suited to provide financial advice to individuals, families, and businesses.
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.
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.
Investment consulting services to institutional clients
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
11/13/2024 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
07/31/2007 - 05/20/2008
WACHOVIA SECURITIES, LLC (SAN DIEGO CA)
IA
Issued 09/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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