Yousef SurmawalaCRD Number: 1144664
Current Firm: Msi Financial Services, Inc.
Yousef Surmawala (CRD# 1144664) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Coral Gables, FL and has over 31 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Metlife Securities Inc.||Coral Gables, FL||Jan 2015 - Current||2|
|New England Securities||Miami, FL||Mar 1987 - Current||30|
|Guardian Life Ins Co||Ny, NY||Feb 1983 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1986|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV