Naveed Basri is a CFA-designated registered investment advisor, based in Omaha, NE, with 10 years of industry experience.
Location
17605 Wright St, Omaha, NE, 68130
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Brinker Capital Securities, LLCBroker
May 2024 - Present · 2 yrs
Orion Portfolio Solutions, LLC
May 2024 - Present · 2 yrs
Previous Registrations
Citi Private Alternatives, LLCBroker
April 2017 - April 2024 · 7 yrs
Citigroup Global Markets INC.
January 2016 - April 2024 · 8 yrs 3 mos
Citigroup Global Markets INC.Broker
December 2015 - April 2024 · 8 yrs 4 mos
State Registrations2 states
NEPA
AdvisorBroker
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Exams
No exam information available for this advisor.