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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Dazi is a financial advisor with over 30 years of experience in the financial industry. He is currently registered with Fidelity Personal And Workplace Advisors in Scarsdale, NY. Robert William Dazi specializes in providing financial planning, educational seminars and portfolio management for individuals and businesses. Previously Robert William Dazi was registered with American Express Financial Advisors Inc. and IDS Life Insurance Company. Robert William Dazi has a broad range of experience and expertise, and he is committed to helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (SCARSDALE NY)
MN
10/25/1989 - 07/01/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/25/1989 - 07/01/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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