Rizwan Rizwi (CRD# 3215582) is an Investment Advisor Representative working at Sar Wealth Management in Lynnwood, WA and has over 24 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sar Wealth Management LLC | Lynnwood, WA | Mar 2010 - Current | 14 |
| Sar Group LLC | Lynnwood, WA | Nov 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- WA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts59ACCOUNTS
-
Average Account Value$46,337
- 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
- Other
WA
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