Saeed Abdulla Sulaiman
Investment adviser representative at Creative Financial Designs, Inc.
12 yearsExperience
1 stateRegistered in
$2.9BFirm assets
25 yearsFirm in business
Are you Saeed Abdulla Sulaiman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Creative Financial Designs, Inc.Jan 2019 to now
- Cfd InvestmentsJan 2019 to now
- Questar Asset ManagementJul 2017 to Jan 2019
- Questar Capital CorporationJul 2017 to Jan 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2017
- Wells Fargo Bank NAMay 2014 to Jun 2017
- Wells Fargo Advisors LLCMay 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (SD).
Creative Financial Designs, Inc.
$2.9BAssets managed
10,566Clients
159Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6030295
- Firm CRD
- 109032