Unclaimed
Ayman Ezzat is a financial advisor at Main Street Financial Solutions, LLC. Ayman has been in the financial industry for over 10 years. Ayman is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). Ayman holds Series 7 and Series 66 registrations. Ayman has experience working with high net worth individuals, corporations, and charitable organizations.
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.
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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2
PA
09/20/2021 - Present
Main Street Financial Solutions, LLC (NEWTOWN PA)
NY
06/03/2011 - 10/25/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/18/2008 - 06/09/2011
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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