Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Moiz? Claim Your ProfileMoiz Husain is a registered investment advisor representative with The Strategic Financial Alliance, Inc. based in Atlanta, Georgia. Moiz has been in the financial industry since 1994. Moiz Husain specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses. Moiz Husain also offers selection of other advisors 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
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2
GA
04/24/2014 - Present
THE Strategic Financial Alliance, Inc. (ATLANTA GA)
IA
05/24/2011 - 11/19/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
GA
04/12/2010 - 04/13/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (NORCROSS GA)
GA
10/12/2004 - 05/06/2009
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
08/24/2006 - 03/03/2009
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
TX
03/04/2004 - 10/11/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
03/05/2002 - 02/04/2004
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
MI
09/10/2001 - 02/19/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
RI
05/19/2000 - 05/02/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
TX
12/14/1993 - 05/01/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
08/31/1992 - 09/13/1993
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
CO
05/07/1992 - 06/18/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 11/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 04/18/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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