linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Aziz Ali

Saybrus Equity Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Aziz? Claim Your Profile

About Aziz Ali

Aziz Ali is a financial professional with over 10 years of experience in the industry. Aziz is currently registered with Saybrus Equity Services, LLC and has previously worked for Phoenix Equity Planning Corporation. Aziz holds the Series 6, Series 26, and SIE licenses and is registered in Florida.

Firm Information

Aziz Ali is currently registered with Saybrus Equity Services, LLC. Saybrus Equity Services, LLC is a Limited Liability Company formed in October 2018. They are registered to conduct business in all 50 states and the District of Columbia, and have one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

19

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Aziz Ali’s Registration & Firm History

CT

08/16/2010 - Present

Saybrus Equity Services, LLC (HARTFORD CT)

CT

02/04/2009 - 09/16/2010

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

CT

09/25/2008 - 02/04/2009

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

Not sure if Aziz Ali is right for you?

Licenses & Designations

BC

Issued 02/05/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aziz Ali.
Not sure if Aziz Ali is right for you?