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Ayman Ezzat

Main Street Financial Solutions, LLC

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About Ayman Ezzat

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.

Firm Information

Ayman Ezzat is currently registered with Main Street Financial Solutions, LLC. Main Street Financial Solutions, LLC is an investment advisor based in Newtown, PA. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. With over $1.7 billion in regulatory assets under management, Main Street Financial Solutions, LLC serves over 5,200 clients across a variety of client types.
Main Street Financial Solutions, LLC

503 E. WASHINGTON AVENUE

NEWTOWN, PA 18940

$1.77B

Assets Under Management

37

Total Clients

34

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ayman Ezzat’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ayman Ezzat.
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