Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abdelaaziz? Claim Your ProfileAbdelaaziz Ezzaoui is a financial professional with over 15 years of experience in the financial services industry. Abdelaaziz is currently registered with Equitable Advisors, LLC, in Wellesley, MA. Prior to joining Equitable Advisors, LLC, Abdelaaziz worked with a number of firms including ALLSTATE FINANCIAL SERVICES, LLC, Citizens Securities, Inc., Investment Professionals, Inc., Santander Securities LLC and LPL FINANCIAL LLC. Abdelaaziz holds Series 6, 7, 31 and 65 licenses. Abdelaaziz is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Abdelaaziz's expertise spans a range of financial services, including retirement planning, college savings, investment management, and estate planning. Abdelaaziz is committed to building long-term relationships with clients based on trust, integrity, and a deep understanding of their individual needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
05/29/2024 - Present
Equitable Advisors, LLC (WELLESLEY MA)
MA
05/23/2023 - 04/26/2024
ALLSTATE FINANCIAL SERVICES, LLC (Weymouth MA)
MA
08/20/2018 - 05/20/2019
CITIZENS SECURITIES, INC. (HYANNIS MA)
MA
01/22/2013 - 12/20/2017
INVESTMENT PROFESSIONALS, INC. (Plymouth MA)
MA
09/19/2012 - 02/06/2013
SANTANDER SECURITIES LLC (ORLEANS MA)
MA
02/27/2009 - 09/19/2012
LPL FINANCIAL LLC (SOUTH YARMOUTH MA)
MA
11/17/2008 - 03/05/2009
CCO INVESTMENT SERVICES CORP. (EAST FALMOUTH MA)
MA
05/27/2008 - 10/30/2008
LPL FINANCIAL CORPORATION (POCASSET MA)
MA
06/16/2006 - 05/27/2008
IFMG SECURITIES, INC. (SANDWICH MA)
NY
07/26/2004 - 11/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
RI
10/08/2003 - 07/15/2004
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
BC
Issued 06/20/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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