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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Imtiaz? Claim Your ProfileImtiaz Chowdhury is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Imtiaz Chowdhury is registered with FINRA and has been in the industry since 2001. Imtiaz Chowdhury has experience with a variety of clients, including individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Imtiaz Chowdhury offers a variety of financial services, including portfolio management, performance measurement reports, allocation modeling, IPS, research reports and services, selection of other advisers, and educational seminars. Imtiaz Chowdhury is also registered with the state of Texas as an investment advisor representative.
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
NY
10/10/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
TX
10/19/2012 - 10/02/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
12/07/2007 - 10/15/2012
COMMONWEALTH FINANCIAL NETWORK (HOUSTON TX)
TX
01/29/2002 - 12/17/2007
A. G. EDWARDS & SONS, INC. (HOUSTON TX)
NY
12/07/2001 - 01/30/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 01/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/12/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2001
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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