Habib
Yousefzadeh
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Habib Yousefzadeh is a financial advisor based in Oklahoma City, Oklahoma, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Habib has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Habib has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Habib is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Oklahoma City, Oklahoma. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Habib Yousefzadeh Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Morgan Stanley Private Bank, National Association
Morgan Stanley
Disclosures
Please visit the SEC profile of Habib Yousefzadeh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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