Shakeeb H Syed

Current Employers

Employment History

• 05/2026 → Present
  Loan Factory
  San Jose, CA
• 08/2011 → Present
  Liberty Tax
  Providence, RI
• 08/2014 → 12/2017
  Citizens Bank
  Woonsocket, RI
• 02/2023 → Present
  Transamerica Financial Advisors, Inc
  Canton, MA
• 12/2022 → Present
  Wfgia
  Canton, MA
• 08/2021 → 09/2022
  All State Financial Services
  Lincoln, NE
• 04/2018 → 08/2021
  Avantax Wealth Managment
  Coppell, TX
• 12/2017 → 03/2018
  Merrill Lynch
  Providence, RI
• 08/2014 → 12/2017
  Citizens Bank
  Providence, RI
• 08/2011 → Present
  Liberty Tax
  Providence, RI
• 12/2018 → Present
  Helping Hands Community Partners
  Providence, RI
• 06/2022 → Present
  Gang Li Allstate Property And Casualty
  Auburndale, MA
• 01/2024 → 11/2025
  Betterliving Real Estate
  Foxborough, MA
• 10/2025 → Present
  One Liberty Financial Llc
  Providence, RI
• 11/2025 → Present
  S.B &A Realty Group Inc
  Fall River, MA

Previous Registrations

• 2021-09-17 → 2022-09-01
  Allstate Financial Advisors, Llc
  North Kingstown, RI
• 2018-04-23 → 2021-09-03
  Avantax Advisory Services
  Providence, RI
• 2016-10-14 → 2018-01-12
  Citizens Securities, Inc.
  Smithfield, RI
  Woonsocket, RI
• 2002-01-14 → 2002-09-30
  Morgan Stanley Dw Inc.
  Providence, RI

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc LIBERTY TAX/Investment Related - No/671 N Main St. Providence RI 02904/tax preparation/tax preparer/08.2011/30/6/personal and business tax return prep HELPING HANDS COMMUNITY PARTNERS/Investment Related - No/421 Elmwood Ave providence RI 02907/outside mortgage originator/outside originator/12.2018/5/0/mortgage loan originator GANG LI ALLSTATE PROPERTY AND CASUALTY/Investment Related - No/2000 common wealth ave ste 205 auburndale ma 02466/independent property amp; casualty agent/independent agent/06.2022/5/0/property and casualty insurance agent ONE LIBERTY FINANCIAL LLC POSITION: owner/member NATURE: Tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/29/2025 ADDRESS: 671 N Main St, Providence RI 02904, United States DESCRIPTION: This is my llc established 10/29/2025 to report income from OBA from tax preparation and wfg 1099 income S.B &A REALTY GROUP INC POSITION: Real Estate agent NATURE: Real Estate Broker INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 11/05/2025 ADDRESS: 260 N Main St ste 1, Fall River MA 02720, United States DESCRIPTION: helping buyer and sellers list and find residential, commercial properties LOAN FACTORY POSITION: remote LO NATURE: mortgages INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 05/21/2026 ADDRESS: 2195 TULLY RD, SAN JOSE CA 95122, United States DESCRIPTION: originate mortgage loans in Rhode island, take applications and put it in the system to be processed and approved, not affiliated with helping hands community partners any more

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-13
• S63 Uniform Securities Agent State Law Examination
  2015-11-30
• S66 Uniform Combined State Law Examination
  2001-07-20

Other Names

• Zak Syed
• Zack Syed
• Shakeeb H Syed
• Shakeeb Syed
• Zak Syed
• Shak Syed