Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yousaf? Claim Your ProfileYousaf Zamanudin is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., having over 7 years of experience in the industry. Yousaf Zamanudin is registered with FINRA and the state of California, along with several other states. Yousaf Zamanudin has a wide range of investment experience and specializes in providing financial and investment advice for a range of clients including high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Yousaf Zamanudin offers a variety of investment services including portfolio management, performance measurement, allocation modeling, IPS, research reports and services, and selection of other advisors.
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
CA
05/22/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SACRAMENTO CA)
CA
06/24/2019 - 07/07/2021
J.P. MORGAN SECURITIES LLC (WOODLAND CA)
CA
10/25/2018 - 06/14/2019
MORGAN STANLEY (SACRAMENTO CA)
CA
09/02/2016 - 09/24/2018
WELLS FARGO CLEARING SERVICES, LLC (SACRAMENTO CA)
BOTH
Issued 11/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/24/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/24/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative 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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