Husein ValiyaniCRD Number: 6810441
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Husein Valiyani (CRD# 6810441) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Flower Mound, TX and has over 3 years of experience in the finance industry.
Hedgefield Wealth Management LLC
Cravens Brothers Private Wealth Management LLC
Patton Fund Management, Inc.
|Bank Of America N.a.||Flower Mound, TX||Jun 2020 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Flower Mound, TX||Mar 2020 - Current||< 1|
|Wells Fargo Clearing Services, LLC||North Richland Hills, TX||Jun 2017 - Mar 2020||2|
|Wells Fargo Bank, Na||North Richland Hills, TX||Jul 2016 - Mar 2020||3|
|Branch Bank & Trust Company||Colleyville, TX||Aug 2015 - Jul 2016||< 1|
|Parts Portal Computers||Euless, TX||Feb 2013 - Aug 2015||2|
|Resale Remarketing||Grand Prairie, TX||Dec 2012 - Aug 2015||2|
|Digital Millennium||Bedford, TX||Apr 2011 - Dec 2012||1|
|Not Employeed||Na,||Nov 2010 - Apr 2011||< 1|
|North Lake College||Irving, TX||Aug 2009 - Dec 2010||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2017|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management962,052MILLIONS
Total Number of Accounts2,529,169ACCOUNTS
Average Account Value$380,383
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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