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Naseem Qader
Naseem Qader
Guided Portfolio Manager, Financial Advisor
Financial Planning Associate
456 West Foothill Boulevard
Claremont, CA 91711
tel: 909-625-0781
toll free: 800-830-8727
fax: 909-621-6046
Email Me
Welcome Associations Education Experience Services
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Associations
  • Partnership in Philanthropic Planning, Member
  • Portfolio Management Institute, Member
  • Board of Directors, California Polytechnic University Alumni Association
  • The Milken Institute, Associate
Education and Licensing
  • MBA, California Polytechnic University, Pomona, CA
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Series 31 - Managed Futures Funds License
  • California Life Agent
  • Life Insurance and Annuities Licensed
  • California Partnership for Long Term Care Authorized Agent
Business Experience
  • Morgan Stanley Smith Barney*
  • Guided Portfolio Manager/Financial Advisor
  • Claremont, CA
  • Valassis Inc.
  • Sr. Manager, Marketing & Business Development
  • Compton, CA
  • TV Guide International
  • Product Manager, Technology Licensing
  • Pasadena, CA
Services
  • Estate Planning
  • Planning for Special Needs Individuals
  • Socially Responsible Investing
  • Corporate Retirement Plans
  • Alternative Investments
  • Foreign Exchange
  • 401k Rollovers
  • Asset Management
  • Philanthropic Services
  • 529 Plans
  • Qualified Retirement Plans
  • Long Term Care Insurance
  • Life Insurance
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Futures
  • Retirement Planning
  • Business Planning
  • Women and Company®
Bulletin Board
  • With our Wealth Planning Center experts, we'll help you address issues ranging from management of risk to philanthropy. We can help ensure that, whatever your objectives are, your personal and family values are at the heart of all of your planning.
  • Have you considered the odds that you will need long term care? Long term care insurance can be a valuable extension of your retirement and financial plans and help protect your savings. If you would like to learn more, speak with us.
  • Planning for the future of an individual with special needs requires preparation and professional guidance. Ask us for help in creating strategies aimed at protecting assets, providing additional income and preventing the loss of government benefits.
Naseem Qader is licensed in the following state(s): AZ, CA, FL, OR, TX
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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