Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wasian? Claim Your ProfileWasian Wowor is an active Registered Representative in the state of Washington. Wasian is also a Registered Investment Advisor in the state of Washington and Texas. Wasian has been in the industry for over 3 years and is associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Wasian has experience with a variety of clients, including individuals, businesses, high-net-worth individuals, corporations, and charitable organizations. Wasian has a deep understanding of the financial markets and is committed to providing clients with personalized investment advice and guidance. Wasian holds several professional designations and is committed to continuing education to stay abreast of the latest industry trends.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
WA
04/30/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BELLEVUE WA)
BOTH
Issued 04/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/24/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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