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Faiza Kedir

Steward Partners Investment Advisory, LLC

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About Faiza Kedir

Faiza Kedir is a financial advisor registered with Steward Partners Investment Advisory, LLC. Faiza has been in the financial industry for over 15 years. Her experience includes positions with Wells Fargo Advisors Financial Network, LLC, Landsberg Bennett Private Wealth Management, Hightower Advisors, and Steward Partners Investment Solutions. Faiza has a strong background in financial planning, portfolio management, and pension consulting. She holds the Series 6, 7, 63, and 66 licenses and is a Certified Financial Planner. Faiza's focus is on providing personalized financial advice to individuals, families, and businesses. She is committed to helping her clients achieve their financial goals.

Firm Information

Faiza Kedir is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisory firm with approximately $20.43 billion in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Steward Partners Investment Advisory, LLC has 354 registered representatives and serves a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. They are headquartered in New York, NY.
Steward Partners Investment Advisory, LLC

140 E. 45TH STREET

NEW YORK, NY 10017

$20.43B

Assets Under Management

21,758

Total Clients

356

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

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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Faiza Kedir’s Registration & Firm History

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)

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Licenses & Designations

BOTH

Issued 03/27/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/10/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/2011

Series 7 - General Securities Representative Examination

BC

Issued 08/04/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Faiza Kedir.
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