Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zahid? Claim Your ProfileZahid Sadiq is a financial advisor with over 20 years of experience in the industry. Zahid is currently registered with Mutual Advisors, LLC, where Zahid is licensed to provide investment advice in California. Before joining Mutual Advisors, LLC, Zahid was associated with Mutual Securities, Inc., PlanMember Securities Corporation, and Mercer Global Advisors Inc. Zahid holds Series 6, 7, 24, 26, 53, and 65 licenses, as well as the SIE exam certification. Zahid is also a registered representative with FINRA.
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.
Hourly consulting
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.
1
2
NE
03/14/2018 - Present
Mutual Advisors, LLC (OMAHA NE)
CA
05/21/2012 - 02/09/2015
MUTUAL SECURITIES, INC. (CAMARILLO CA)
CA
07/05/2001 - 08/26/2011
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
BC
Issued 08/24/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2018
Series 24 - General Securities Principal Examination
BC
Issued 09/29/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/02/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Zahid Sadiq is the right advisor for you? Invested Better is here to help.
