Sehr Kayani, financial advisor Washington DC
89 score

Sehr Kayani

CRD Number: 6120734
Current Firm: Ubs Financial Services Inc.

Sehr Kayani (CRD# 6120734) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Washington, DC Jul 2015 - Current 1
Northwestern Mutual Investment Services, LLC Washington, DC Mar 2013 - Jul 2015 2
Leo C Tucker Washington, DC Feb 2013 - Jul 2015 2
Leo C Tucker Washington, DC Sep 2012 - Feb 2013 < 1
Unemployed Rockville, MD Aug 2012 - Sep 2012 < 1
Aga Khan Foundation Islamabad, Aug 2011 - Aug 2012 1
Board Of Investment Islamabad, Sep 2009 - May 2011 1
Study Point Inc. Rockville, MD Dec 2008 - Sep 2010 1
Unemployed Rockville, MD Jul 2009 - Sep 2009 < 1
J O Wilson Elementary School Washington, DC Jan 2009 - Sep 2009 < 1
Unemployed Rockville, MD May 2008 - Nov 2008 < 1
University Of Maryland College Park, MD Sep 2006 - May 2008 1
Univ Of Maryland College Park, MD Aug 2006 - May 2008 1
Montgomery College Rockville, MD Aug 2004 - Aug 2006 2
Montgomery College Rockville, MD Aug 2004 - Aug 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
S63 Uniform Securities State Law Examination Nov 2013
Contact Info for Sehr Kayani
Phone Number: 201-352-3000
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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