Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ziad? Claim Your ProfileZiad Aziz Dallo is a financial advisor who has been in the industry since July 11, 2003. Ziad is currently registered with Fidelity Personal And Workplace Advisors and is licensed to provide financial advice in several states including Michigan, Texas, California, Colorado, and more. Ziad specializes in providing financial planning, educational seminars, and portfolio management services for individuals and businesses. Previously, Ziad was also registered with firms such as CIG Securities, TD Ameritrade, Chase Investment Services Corp, Invescor Wholesale BD, Inc, Signator Investors, Inc, Pruco Securities, LLC, and Capital Brokerage Corporation.
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.
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.
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.
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2
MI
03/16/2021 - Present
Fidelity Personal AND Workplace Advisors (NOVI MI)
MI
08/16/2018 - 08/08/2019
CIG SECURITIES (SOUTHFIELD MI)
MI
01/26/2011 - 08/17/2018
TD AMERITRADE, INC. (BIRMINGHAM MI)
MI
03/30/2010 - 11/04/2010
CHASE INVESTMENT SERVICES CORP. (LIVONIA MI)
MI
07/28/2009 - 01/11/2010
INVESCOR WHOLESALE BD, INC. (BLOOMFIELD HILLS MI)
MI
04/26/2007 - 07/10/2009
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
MI
04/05/2002 - 04/16/2007
PRUCO SECURITIES, LLC. (TROY MI)
VA
10/07/1999 - 11/10/1999
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BOTH
Issued 04/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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