Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irfan? Claim Your ProfileIrfan Jallad is a financial advisor with over 20 years of experience in the financial services industry. Irfan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., where Irfan specializes in providing investment advisory services to individuals, corporations, and other businesses. Irfan has a broad range of experience in the financial services industry, having worked for several prominent firms, including Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc., before joining Merrill Lynch. Irfan has also held a number of professional designations, including the Series 7, Series 6, Series 31, and Series 65 licenses, and the SIE exam. Irfan is a respected and experienced financial advisor who is committed to providing his clients with personalized financial planning and investment management services.
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
MI
07/08/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMFIELD HILLS MI)
MI
06/01/2009 - 07/25/2011
MORGAN STANLEY SMITH BARNEY (BIRMINGHAM MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)
MI
07/01/2005 - 04/02/2007
MORGAN STANLEY DW INC. (BIRMINGHAM MI)
NY
12/15/2000 - 07/08/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
08/15/2000 - 09/05/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 01/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2000
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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