Qaysar Al Aboosi (CRD# 7113886) is an Investment Advisor Representative working at Svb Wealth in California, CA and has over 4 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Svb Wealth LLC | Santa Clara, CA | Oct 2022 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Burlingame, CA | May 2021 - Oct 2022 | 1 |
| Wells Fargo Bank, Na | Burlingame, CA | May 2021 - Oct 2022 | 1 |
| Bank Of America, N.a. | Sacramento, CA | Apr 2020 - Apr 2021 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento, CA | Mar 2020 - Apr 2021 | 1 |
| Wells Fargo Bank Na | Sacramento, CA | Oct 2015 - Feb 2020 | 4 |
| Walmart | Albuquerque, NM | Mar 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
- CA
-
Total Assets Under Management6,630MILLIONS
-
Total Number of Accounts4,835ACCOUNTS
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Average Account Value$1,371,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Other
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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