Shakeeb
Syed
Transamerica Financial Advisors, Inc
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About this Advisor
Shakeeb Syed is a financial advisor based in Canton, Massachusetts, working with Transamerica Financial Advisors, Inc. Shakeeb has previously held positions at Liberty Tax, Citizens Bank, Transamerica Financial Advisors, Inc, Wfgia, All State Financial Services, Avantax Wealth Management, Merrill Lynch, Helping Hands Community Partners, Gang Li Allstate Property And Casualty, and Betterliving Real Estate. Shakeeb has passed the Series 66, Series 63, and Series 65 regulatory exams and is registered to provide services in Massachusetts, Rhode Island, and Texas. Currently, Shakeeb is part of Transamerica Financial Advisors, Inc, which operates out of Canton, Massachusetts. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Shakeeb Syed Work History
Betterliving Real Estate
Transamerica Financial Advisors, Inc
Wfgia
Gang Li Allstate Property And Casualty
Helping Hands Community Partners
Liberty Tax
Liberty Tax
All State Financial Services
Avantax Wealth Managment
Merrill Lynch
Citizens Bank
Citizens Bank
Disclosures
Please visit the SEC profile of Shakeeb Syed to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
New York, NY
Dayton, OH
Portland, OR
West Covina, CA
Port Jefferson Station, NY
San Antonio, TX
Villa Park, IL
Ontario, CA
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