Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed N. Haddad is an investment advisor representative with Azimuth Capital Management. Ted has been in the industry since 1982 and has a strong background in financial planning and portfolio management. Ted has held previous positions with Goldman, Sachs & Co. and Mutual Benefit Financial Service Company. He holds a Series 3, 5, 6, 7, 8, 15, 63 and 65 licenses.
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.
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.
Credit, cash management, and insurance solutions
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.
Revenue sharing with frs (our affiliate), uptiq and flourish
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2
MI
04/08/2022 - Present
Azimuth Capital Management (BLOOMFIELD HILLS MI)
NA
12/17/1985 - 01/23/1991
GOLDMAN, SACHS & CO.
NA
11/01/1982 - 02/02/1988
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 10/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/23/1998
Series 3 - National Commodity Futures Examination
BC
Issued 01/22/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 01/09/1986
Series 5 - Interest Rate Options Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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