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Syed Salman A. Zaidi

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CRD#: 7747150
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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.

Syed Salman Akhter Zaidi was a registered financial professional .

Syed Salman is a previously registered financial professional and started their career in finance in 2023. Syed Salman had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
ORG NAME: MySHA.ai, LLC | INVST REL: No | ORG ADDR: 1300 Knights Bridge Lane, Virginia Beach VA 23455 | NATURE OF BUS: Energy Conservation AI - Hardware and Software | TITLE: CEO | START DT: | 03/10/2023 | TOTAL HRS P/M: 4 | SEC TRDNG HRS P/M: 0 | DUTIES: Strategic Analysis with Operational Leads.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

June 6, 2023 - October 8, 2024

KEYTRENDS INVESTMENTS LLC

RIA
CRD#: 322561
VIRGINIA BEACH, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 6/19/2021
Uniform Investment Adviser Law Examination

Current Firm

KI
KEYTRENDS INVESTMENTS LLC
KEYTRENDS INVESTMENTS LLC

CRD#: 322561 / SEC#: 801-128112

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Contact information

Main Address
Virginia Beach, VA
Mailing Address
Phone number
(757) 816-1296
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Part 2 Brochures

0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KEYTRENDS INVESTMENTS LLC

CRD#: 322561

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