SQ
Saad Qazi
ALLSTATE FINANCIAL ADVISORS
Lincoln, NE 68508-1380
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CRD#: 4284052
SQ
Professional summary
Saad Qazi, who also goes by Saad Ahmad Qazi, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Lincoln, Nebraska and ALLSTATE FINANCIAL SERVICES, LLC located in Lincoln, Nebraska.
Saad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Saad has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 51, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Saad Ahmad Qazi
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MADANI GREEN, LLC. POSITION: Owner NATURE: Buying real estate for fixing and selling it. Buying scrap metal and selling it (I am no longer involved in buying and selling scrap metals as 06/15/2020). Renting property.Invest funds in Gas Station for profit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2015 ADDRESS: 12935 SW 43rd Ct, Miramar FL 33027, United States DESCRIPTION: Invest in real estate as passive investor. Once property is sold I am given my % of share after expenses. I buy scrap metal with other investors. Once sold I collect my part of profit after expenses. (I am no longer involved in buying and selling scrap metals as 06/15/2020). Renting property.Investing in a Gas Station PINNACLE FLORIDA CONSULTING LLC POSITION: Authorized Member (AMBR) NATURE: Imports of consumer products.Updated 03/22/2021:The idea of this LLC to look and find opportunities but we have not gotten there yet. I will update more once we have something in terms of product/countries to import from. So far we have not done any activity under the LLC.Update 08/16/2021:Selling international telecom services.Update: 7/11/2023 Looking for buy/sell/rent properties. No transaction yet. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 12/17/2020 ADDRESS: 5150 Heron Ct., Coconut Creek FL 33073, United States DESCRIPTION: My partner has referral base of customers that we will be talking to import consumer retails products.Update:We will be selling international telecom services by routing traffic to different switches.Update: Buy/sell/rent properties
CRS (Client Relationship Summary) - RIA
Click below to view Saad Qazi's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 10, 2018 - Present
ALLSTATE FINANCIAL ADVISORS, LLC
Office #1: 151 N 8th St Ste 450, Lincoln, NE 68508-1380RIA
CRD#: 109524
Lincoln, NE
Current
July 2, 2018 - Present
ALLSTATE FINANCIAL SERVICES, LLC
Office #1: 151 N 8th St Ste 450, Lincoln, NE 68508-1380BD
CRD#: 18272
Lincoln, NE
Past
July 23, 2015 - June 15, 2018
NATIONWIDE SECURITIES, LLC
RIA
CRD#: 11173
Grandview Heights, OH
Past
March 20, 2007 - April 2, 2008
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
RALEIGH, NC
Past
October 10, 2000 - June 15, 2018
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
Grandview Heights, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524 / SEC#: 801-68510
RIA
Registered Investment Advisory firm - (11/21/2007 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(7/2/2018)
IAR
Florida(7/10/2018)
RR
Massachusetts(10/23/2024)
RR
Mississippi(7/2/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524 / SEC#: 801-68510
RIA
Registered Investment Advisory firm - (11/21/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Mailing Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Phone number
(877) 232-2142
Established
Firm type
Fiscal year end
# of Employees
337
SEC notice filing (49 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 280 |
| AUM (Assets Under Management) | $ 82,015,793 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524Lincoln, NE 68508-1380TRUST BUT VERIFY
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