Samim Syed Email & Phone Number

Denver, Co, Us

Bringing close to 20 years of wealth management and financial planning, I specialize in helping my clients achieve long-term legacy through Permanent Insurance strategies. My passion is Legacy Planning, so I established Syed Financial Group in 2019. I have since been serving clients & nonprofits in estate planning, tax mitigation, and generational giving.Whether it's Private Placement Life Insurance (PPLI), Premium Financing, or straight-forward Whole Life Insurance, Syed Financial Group provides exceptional value to higher-net-worth clients seeking to create a greater legacy for their families and desired Non-Profits.I started my financial career in London stockbroking. I have experience in wealth management and financial planning across the UK, Dubai, NYC, and Colorado, winning multiple awards during my career.Extending my passion for Legacy Planning, I co-founded Capsll in 2021 – which gives users digital time capsules to save life stories, memories, and insights with the ability to share selectively and privately whilst passing digital content on generationally.I live in Evergreen, CO, with my wife, Lauren; two children, Maria & Leo; and my chihuahua/papillon, Irene. I enjoy traveling, mountain climbing, golf, opera, and art in my free time.LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com Syed Financial Group is unaffiliated with HTK. 6142539RG_Dec25

Littleton, Colorado, Us

Austin, Texas, Us

Where do you save your memories, to share, or leave as your legacy? At best they're likely scattered across social media, if recorded at all. The Capsll app gives you digital time capsules to tell your life stories, save your history, and pass on your legacy.At Capsll, we care about you, and your privacy. The App has no data tracking, no advertising and you own 100% of your data. So, start sharing family traditions that might have otherwise been lost, and start paving a new line of history... your history.Save your story.

Milwaukee, Wi, Us

My whole career has been exclusively in financial services across the US, London & Dubai; passionately helping driven, successful professionals achieve their life goals. My team and I focus on creating a long-term financial game plan - observing the whole picture. Whether you're just getting started or planning for retirement, we can help you find a solution, so you can focus on the greatest things that matter to you.Please contact me so I can help you realize your vision for the future.

Dubai, Ae

deVere USA, Inc. is a Registered Investment Advisor with the U.S. Securities Exchange Commission. Servicing the expatriate community in the United States and abroad, deVere USA Inc. provides financial services that seeks to meet the global needs of our international client base.With over 10 years experience in the financial services sector, I specialise in providing independent financial advice to expatiates across the Gulf region focusing on two key areas, wealth building and wealth preservation.There are a wide range of financial vehicles available to expatiates that, if used in the right way, can not only fast track people to accomplishing their goals and but also optimise their tax efficiency. My job is to firstly help people understand and evaluate the options available to them and then optimise the management of their portfolios by delivering ongoing, intelligent advice and service.I am lucky to work for a great company that provides me with a continual stream of high quality, exclusive investment products to pass on to my clients which certainly helps make my job a lot easier.

London, England, Gb

Every client has a different approach to what they want from their life. My role is to listen to your wants and needs and then present you with the options that best suit your goals.You want financial independence – Guardian Wealth Management gives you the freedom to choose by offering independent whole-of-the-market advice.Our advisor's are trained to find the solutions best suited to you and take time to explain the reasons why they are right for you.Some of the areas that we advise on are:Offshore Tax efficient savings.Education Fee PlanningRetirement ProvisionQROPS (Qualifying Recognised Overseas Pension Schemes)SIPPS (Self Invested Personal Pension SchemesLump Sum InvestmentAsset and Portfolio ManagementTax planning and Trust PlanningArrange a meeting and I will take the time to listen to your personal aspirations and goals. I will then build the plans that will make them reality.SpecialitiesPersonal Financial planning/ Wealth Management

London, Gb

- Responsible for advising clients with investment opportunities in the world markets. - Analysing and monitoring stock portfolios as well as active KYC updates on all clients.- Senior position in morning meetings to educate others, which involved research into individual stocks.- Regularly passing in-house exams involving daily market movements and Regulations.- Managing time between opening accounts and trading existing accounts in heavily pressurised environments.

Us

- Became FSA regulated after passing the CISI exams to advise clients on investments.- Developed marketing and interpersonal skills which enabled me to train and manage junior employees.- Advised clients of blue chip investment opportunities in the NASDAQ and the Dow Jones.- Passed in-house exams in Stock Selection, Market Economics, Technical Analysis and Money Laundering.- Participated in weekly workshops of Private Placing, Alternative Investments, Equity Analysis and Economics. - Followed and tracked stocks via balance sheets, charts, macro-economic and micro-economic factors.

Education record

Education record

Education record