Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wahid? Claim Your ProfileWahid Quadri is a registered representative with M Holdings Securities, Inc. Wahid has been in the financial services industry since 2015. Wahid holds the Series 6, Series 26, and Series 63 licenses. Wahid is currently registered with the state of California. Wahid has previously worked at EMPOWER FINANCIAL SERVICES, INC., PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC and M HOLDINGS SECURITIES, INC..
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
CA
11/08/2023 - Present
M Holdings Securities, Inc. (Newport Beach CA)
CA
04/04/2022 - 11/13/2023
EMPOWER FINANCIAL SERVICES, INC. (Redondo Beach CA)
CA
12/07/2015 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Redondo Beach CA)
CA
04/10/2015 - 12/08/2015
M HOLDINGS SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 05/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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