ADVISOR BIO

Syed Mohteshamul Islam is a financial advisor with Wells Fargo Clearing Services, LLC. Syed Mohteshamul Islam has been working in the financial industry since June 18, 2019. Syed Mohteshamul Islam is registered as an Investment Advisor Representative in Virginia and has passed the Series 63, Series 66 and Series 7 exams. Syed Mohteshamul Islam has previously worked at J.P. Morgan Securities LLC.

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ADVISOR BIO

Syed Waqar Ali is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Virginia. Syed Waqar Ali has been in the industry for over 4 years and holds Series 7, 63, 65, and 66 licenses. Syed Waqar Ali has worked at Merrill Lynch, Pierce, Fenner & Smith Inc., Truist Investment Services, Inc., and SunTrust Investment Services Inc. Syed Waqar Ali has a proven track record of helping individuals, families, and businesses achieve their financial goals. Syed Waqar Ali is committed to providing his clients with personalized service and a comprehensive approach to financial planning.

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ADVISOR BIO

Syed Taz uddin Ahmed is a registered representative with Citizens Securities, Inc. Syed has been in the financial services industry since 2018 and has a Series 7, Series 66, and SIE license. Syed's experience includes previous roles with HSBC Securities (USA) Inc. and Wells Fargo Clearing Services, LLC. Syed is registered in the following states: Alabama, California, District of Columbia, Georgia, Maryland, Nevada, New Jersey, New York, Pennsylvania, Texas, and Virginia. Syed is also a registered investment advisor and is registered in the same states as his broker-dealer registrations. Syed is affiliated with Citizens Securities, Inc. and has several branch office locations for the firm, including Arlington, Reston, Alexandria, Conshohocken, and Potomac.

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ADVISOR BIO

Syeda Quratulain Ali is a registered investment advisor representative at J.P. Morgan Securities LLC. She has been in the securities industry since 2019 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Syeda Quratulain Ali holds a Series 63, Series 65 and a Series 6TO license.

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ADVISOR BIO

Syed Salman Akhter Zaidi is an Investment Advisor Representative registered with Keytrends Investments LLC. Syed Salman is a Registered Investment Advisor in Virginia. Syed Salman has been in the industry since January 2011.

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ADVISOR BIO

Sylvia Marie Robbins is a financial advisor with Edward Jones in ABINGDON, VA. Sylvia has been in the financial services industry since 2017. She has a Series 7, Series 66, and SIE license and is registered in 13 states. Sylvia is a Certified Financial Planner® professional. Sylvia specializes in working with individuals, families, and businesses to provide financial planning and investment advice.

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ADVISOR BIO

Syreeta Thomas is a licensed securities professional in Virginia, having passed the Series 63, Series 6TO and SIE exams. Syreeta is currently registered with PFS Investments Inc. in Petersburg, VA and has been active in the financial industry since April 2022. Syreeta specializes in providing investment advice to individuals.

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ADVISOR BIO

Tabitha Watson is a financial advisor with Truist Advisory Services, Inc. based in Richmond, VA. Tabitha has been in the industry since 1996. Prior to joining Truist, Tabitha worked at SA Stone Wealth Management Inc., Sterne, Agee & Leach, Inc., Anderson & Strudwick, Incorporated, Tower Square Securities, Inc., H. Beck, Inc., A. G. Edwards & Sons, Inc., First Union Securities, Inc., First Union Brokerage Services, Inc. and The Robinson-Humphrey Company Inc. Tabitha holds licenses Series 4, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65 and SIE.

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ADVISOR BIO

Taekyung Yoon is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Taekyung has been working in the financial industry since 2012. Taekyung is registered with the state of Virginia and 17 other states. The advisor also holds a Series 7TO, Series 66 and SIE. Taekyung's main office is in Alexandria, Virginia. The advisor's firm has offices in both Alexandria and Annandale, Virginia.

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ADVISOR BIO

Tae kyung Seo is a financial advisor with Ameriprise Financial Services, LLC. Tae kyung Seo has been in the financial services industry since 2003. Tae kyung Seo is registered to provide investment advice in Texas and Virginia. Tae kyung Seo also holds Series 66, Series 7 and SIE licenses. Tae kyung Seo has previously worked with Waddell & Reed, LPL Financial LLC and American Express Financial Advisors. Tae kyung Seo is also a Certified Financial Planner.

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