Unclaimed
Faiza Kedir is an Investment Advisor Representative at Steward Partners Investment Advisory, LLC. Faiza has been in the financial industry since 2004, and has experience with a variety of firms, including Wells Fargo Advisors Financial Network, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Faiza is a Certified Financial Planner and holds the Series 6, 7 and 66 securities licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
FL
06/25/2024 - Present
Steward Partners Investment Advisory, LLC (SARASOTA FL)
FL
06/15/2012 - 08/28/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PUNTA GORDA FL)
FL
10/23/2009 - 07/02/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PUNTA GORDA FL)
FL
03/03/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PORT CHARLOTTE FL)
FL
08/05/2004 - 11/30/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (PUNTA GORDA FL)
BOTH
Issued 3/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 8/4/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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