Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anwar? Claim Your ProfileAnwar Almond is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Anwar has been a financial advisor for over 10 years. Prior to joining Merrill Lynch, Anwar was a financial advisor at VALIC Financial Advisors, Inc.. Anwar has a Series 7TO, Series 66 and SIE license and holds registrations in Arkansas, Colorado, Florida, Louisiana, New Mexico, Oklahoma and Texas. Anwar provides financial advice to high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Anwar also provides portfolio management for individuals and businesses. Anwar is committed to providing his clients with personalized financial advice and services that meet 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.
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
TX
04/11/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated (HOUSTON TX)
TX
10/10/2022 - 04/05/2023
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
BOTH
Issued 12/9/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 7/21/2022
SIE - Securities Industry Essentials 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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