Taha SiddiquiCRD Number: 6739787
Current Firm: Td Private Client Wealth LLC
Taha Siddiqui (CRD# 6739787) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Bedford, NH and has over 4 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Legacy Financial Solutions, Inc.
Ameriprise Financial Services, LLC
|Td Bank N.a.||Concord, NH||Jul 2020 - Current||1|
|Td Private Client Wealth LLC||Boston, MA||Nov 2017 - Current||4|
|Td Bank LLC||Boston, MA||Nov 2017 - Jul 2020||2|
|Wells Fargo Funds Distributor, LLC||Boston, MA||Jan 2017 - Nov 2017||< 1|
|Putnam Investments||Andover, MA||Jun 2015 - Jan 2017||1|
|Student||Lowell, MA||Apr 2011 - Jun 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2017|
|S65||NASAA Investment Advisors Law Examination||May 2018|
Total Assets Under Management4,802MILLIONS
Total Number of Accounts3,895ACCOUNTS
Average Account Value$1,232,826
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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