Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Waqas? Claim Your ProfileWaqas Ali fayyaz Satti is a financial professional with over 9 years of experience in the industry. Waqas has a strong background in investment banking, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Waqas currently works as a registered representative for Bofa Securities, Inc., where he is based in Cleveland, Ohio. Waqas holds several licenses and certifications, including the Series 63, Series 79, and the SIE. Waqas's specializations include providing research-related services to clients.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
OH
05/10/2019 - Present
Bofa Securities, Inc. (CLEVELAND OH)
NY
09/01/2014 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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