Shahid Syed (CRD# 2743596) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Roslyn Heights, NY and has over 27 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Mirquest Insurance Services, LLC | Roslyn Heights, NY | Dec 2012 - Current | 11 |
| Ameritas Investment Corp | Lincoln, NE | May 2008 - Current | 15 |
| Ameritas Life Insurance | Lincoln, NE | May 2008 - Current | 15 |
| Ameritas Life Insurance Corp Of New York | New York, NY | May 2008 - Current | 15 |
| Mirquest Financial, LLC | Roslyn Heights, NY | Jun 2007 - Current | 16 |
| Aarbrook Associates, LLC | Roslyn Heights, NY | Dec 2012 - Jun 2022 | 9 |
| Zainstar Enterprises, LLC | Houston, TX | Dec 2012 - Jun 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
- NY
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
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