Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zulfiqar? Claim Your ProfileZulfiqar Ali Naqvi is an active Registered Representative (Series 7, Series 6, Series 31, Series 7TO, Series 63, SIE, Series 65) and Investment Adviser Representative. Zulfiqar has been working in the financial industry since 2004. Currently, Zulfiqar works for PNC Investments and is registered in Illinois, Texas, and Virginia. Before joining PNC Investments, Zulfiqar worked for Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, OneAmerica Securities, Inc., NYLIFE Securities LLC, Morgan Stanley & Co., Incorporated, CITICORP INVESTMENT SERVICES and BANC ONE SECURITIES CORPORATION.
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.
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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2
IL
05/01/2024 - Present
PNC Investments (Loves Park IL)
IL
01/06/2023 - 04/15/2024
EDWARD JONES (FREEPORT IL)
FL
08/26/2020 - 11/29/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENSACOLA FL)
IL
02/26/2020 - 07/17/2020
ONEAMERICA SECURITIES, INC. (Lisle IL)
IL
01/15/2019 - 07/26/2019
NYLIFE SECURITIES LLC (DOWNERS GROVE IL)
IL
03/31/2008 - 08/12/2008
EDWARD JONES (PLAINFIELD IL)
IL
07/26/2007 - 02/12/2008
MORGAN STANLEY & CO., INCORPORATED (LISLE IL)
IL
04/29/2005 - 04/16/2007
CITICORP INVESTMENT SERVICES (GLEN ELLYN IL)
IL
01/01/2005 - 04/14/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 09/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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