Nazia M. Rehman
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.
Nazia Meher Rehman was a registered financial professional .
Nazia is a previously registered financial professional and started their career in finance in 2022. Nazia had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 10, 2022 - October 12, 2022
CARDINAL POINT WEALTH MANAGEMENT
February 10, 2022 - June 12, 2023
CARDINAL POINT WEALTH MANAGEMENT
State Registrations and Notice Filings
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Current Firm
CARDINAL POINT WEALTH MANAGEMENT
CRD#: 316266 / SEC#: 801-122341
Contact information
Regulatory assets under management
| Total Number of Accounts | 802 |
| AUM (Assets Under Management) | $ 642,036,454 |
Red Flags
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