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Wajeehuddin Salim Siddiqui

ST. Bernard Financial Services, Inc.

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About Wajeehuddin Salim Siddiqui

Wajeehuddin Siddiqui is a registered representative with St. Bernard Financial Services, Inc. Wajeehuddin Siddiqui has over 30 years of experience in the financial services industry. Wajeehuddin Siddiqui has held previous positions with Cabot Lodge Securities LLC, Wilbanks Securities, Inc., K.W. Chambers & Co., Washington Square Securities, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Wajeehuddin Siddiqui offers portfolio management for businesses and individuals. Wajeehuddin Siddiqui is also a licensed insurance agent with Midwestern Financial Center, LLC.

Firm Information

Wajeehuddin Siddiqui is currently registered with ST. Bernard Financial Services, Inc.. ST. Bernard Financial Services, Inc. is a Corporation that was formed on March 24, 1994, and is headquartered in RUSSELLVILLE, AR. The firm provides investment advisory services to individuals and businesses. They specialize in portfolio management and offer educational seminars. They are registered with the SEC and in 46 states. ST. Bernard Financial Services, Inc. manages approximately $130,472,570 in regulatory assets for 841 clients.
ST. Bernard Financial Services, Inc.

1609 WEST MAIN ST

RUSSELLVILLE, AR 72801

$130.47M

Assets Under Management

Not reported

Total Clients

96

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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Wajeehuddin Siddiqui’s Registration & Firm History

AR

11/29/2017 - Present

ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)

MO

06/08/2017 - 11/29/2017

CABOT LODGE SECURITIES LLC (St. Louis MO)

MO

01/05/2006 - 06/22/2017

WILBANKS SECURITIES, INC. (St. Louis MO)

MO

01/04/2000 - 12/31/2005

K. W. CHAMBERS & CO. (CLAYTON MO)

CT

07/19/1995 - 12/31/1999

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

MA

12/09/1992 - 07/14/1995

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

12/09/1992 - 07/14/1995

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/26/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1999

Series 7 - General Securities Representative Examination

BC

Issued 12/07/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wajeehuddin Salim Siddiqui.
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