Rezwan Alam (CRD# 5349513) is an Investment Advisor Representative working at Pnc Investments in Delray Beach, FL and has over 16 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments LLC | Boca Raton, FL | Jul 2023 - Current | < 1 |
| Bank Of America N.a. | Palm Beach, FL | Mar 2020 - Jul 2023 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach, FL | Feb 2020 - Jul 2023 | 3 |
| Td Ameritrade, Inc. | Boynton Beach, FL | Jul 2018 - Feb 2020 | 1 |
| Hsbc Bank Usa National Association | Boca Raton, FL | Feb 2017 - Jul 2018 | 1 |
| Hsbc Securities (usa) Inc. | Boca Raton, FL | Feb 2017 - Jul 2018 | 1 |
| Jp Morgan Securities LLC | Boca Raton, FL | Nov 2015 - Feb 2017 | 1 |
| Jpmorgan Chase Bank | Boca Raton, FL | Nov 2015 - Feb 2017 | 1 |
| Pnc Bank | Pittsburgh, PA | Jan 2013 - Nov 2015 | 2 |
| Pnc Investments | Pittsburgh, PA | Jan 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management23,896MILLIONS
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Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- A percentage of assets under your management
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