Taseer A. Badar
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Taseer Ahmad Badar was a registered financial professional .
Taseer is a previously registered financial professional and started their career in finance in 1996. Taseer had worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 9, 2015 - November 11, 2025
ZT WEALTH ADVISORY
January 23, 2014 - November 2, 2015
MHA FINANCIAL CORP
December 9, 2013 - January 21, 2014
ZT WEALTH INVESTMENT ADVISORY LLC
October 25, 2013 - November 2, 2015
MHA FINANCIAL CORP
June 10, 2010 - October 28, 2013
EDI INVESTMENT ADVISOR CORPORATION
November 13, 2009 - October 28, 2013
EDI FINANCIAL, INC.
May 14, 2004 - November 13, 2009
WESTPARK WEALTH ADVISORS, INC.
January 29, 2004 - December 31, 2004
IMS SECURITIES, INC.
December 11, 2003 - November 13, 2009
IMS SECURITIES, INC.
November 1, 2001 - December 9, 2003
FIRST ALLIED SECURITIES, INC.
June 25, 1999 - November 5, 2001
CANTELLA & CO., INC.
October 23, 1998 - June 29, 1999
SUNPOINT SECURITIES, INC.
December 19, 1997 - November 25, 1998
PROSPERA FINANCIAL SERVICES, INC.
November 4, 1997 - December 15, 1997
ROUND HILL SECURITIES, INC.
June 6, 1997 - November 14, 1997
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
July 12, 1996 - June 3, 1997
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
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Exams
Current Firm
ZT WEALTH ADVISORY
CRD#: 158972 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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