Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Habib? Claim Your ProfileHabib Yousefzadeh is a financial advisor who has been in the industry since May 1990. Habib is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is also registered as an Investment Advisor Representative in Oklahoma and Texas. Habib has experience with Morgan Stanley, Morgan Stanley & Co. Incorporated, and MetLife Securities Inc. Habib holds Series 6, 7, 31, 63, 65 and SIE licenses. Habib specializes in offering investment advisory services to individuals, businesses and corporations. Habib is also a landlord and owner of rental property.
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
OK
07/22/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OKLAHOMA CITY OK)
OK
06/23/2009 - 08/16/2016
MORGAN STANLEY (OKLAHOMA CITY OK)
OK
05/22/2009 - 08/17/2009
MORGAN STANLEY & CO. INCORPORATED (OKLAHOMA CITY OK)
OK
05/08/2002 - 05/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
MA
05/31/1990 - 05/24/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/31/1990 - 05/24/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/29/1990
Series 6 - Investment Company Products/Variable Contracts 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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