Unclaimed
Ali Fayad is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ali has been in the industry since August 20, 1999, and has a wide range of experience in various financial services. Ali holds several licenses and certifications, including the Series 66, SIE and Series 7 exams. Ali is registered in 18 states, including Arizona, California, Florida, Georgia, Illinois, Maryland, Michigan, Mississippi, New Jersey, New York, North Carolina, Ohio, Oklahoma, South Carolina, Texas, Washington, and others. Ali is an active member of the financial community, and has been recognized for their work in the industry. Ali is committed to providing clients with personalized financial advice and services, and strives to help clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
09/16/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FARMINGTON HILLS MI)
MI
08/20/1999 - 03/13/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 04/09/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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