Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Waddad? Claim Your ProfileWaddad Abdel aziz is an Investment Advisor Representative at Alan B. Lancz & Associates, Inc. located in Toledo, OH. Waddad has been in the financial services industry for over 10 years and has a strong track record of success. Waddad has a Series 66 license and a Series 65 license which allows Waddad to provide investment advice to individuals, corporations, and trusts. Waddad specializes in providing financial planning and investment management 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.
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.
Pooled funds based on fees in operating memorandum
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OH
03/27/2024 - Present
Alan B. Lancz & Associates, Inc. (TOLEDO OH)
IA
Issued 03/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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