Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Kamal Fazzah is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 23 years of experience in the financial services industry. Edward Kamal Fazzah is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and previously registered with BANC OF AMERICA INVESTMENT SERVICES, INC. and FIRST FINANCIAL UNITED INVESTMENTS LTD., L.L.P. Edward Kamal Fazzah holds the following licenses: Series 6, Series 63, Series 66, and Series 7. Edward Kamal Fazzah is also a licensed Investment Advisor Representative in the states of Florida and Texas. Edward Kamal Fazzah specializes in providing financial advice to individuals, families, and businesses. Edward Kamal Fazzah is committed to providing his clients with the highest level of service and expertise.
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
FL
10/10/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
FL
08/31/1999 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MIAMI FL)
TX
07/30/1998 - 09/03/1998
FIRST FINANCIAL UNITED INVESTMENTS LTD., L.L.P. (KINGWOOD TX)
BOTH
Issued 09/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1998
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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