Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Muzaffar? Claim Your ProfileMuzaffar Mashkoor Ahmed is a financial advisor with over 30 years of experience in the industry. Muzaffar has held various roles at several firms, including UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BANC of America Investment Services, Inc. Muzaffar currently works at NEW Edge Wealth, where Muzaffar provides financial advice to both high-net-worth individuals and institutions. Muzaffar has a wide range of experience and expertise in areas such as financial planning, portfolio management, and investment advisory 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.
Guidance on pension options to ensure a secure financial future.
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
CT
09/19/2022 - Present
NEW Edge Wealth (STAMFORD CT)
CA
11/16/2012 - 09/27/2022
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
CA
10/23/2009 - 11/19/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA MONICA CA)
CA
07/12/1999 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WEST LOS ANGELES CA)
CA
03/25/1997 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
02/02/1995 - 02/27/1997
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
01/03/1991 - 02/23/1994
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
IA
Issued 02/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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