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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Talal? Claim Your ProfileTalal Bazzi is an investment advisor representative registered with Morgan Stanley. Talal has been in the industry since July 2018 and is currently licensed in 42 states, the District of Columbia, and 3 territories. Talal is also an investment advisor representative registered in Connecticut, New York, and Texas. Talal Bazzi specializes in helping individuals, corporations, and other organizations with their financial planning needs. Talal has extensive experience in asset allocation advice, portfolio management, and financial planning. Talal is committed to providing clients with personalized advice and services that meet their individual needs.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/23/2020 - Present
Morgan Stanley (New York NY)
BOTH
Issued 08/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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