Mehdi Azizi (CRD# 7100182) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middlebury, CT and has over 5 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Osaic Fa, Inc.
CRD# 4297910
Milestone Asset Management Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Middlebury, CT | Mar 2021 - Current | 3 |
Valic Financial Advisors | Nashua, NH | Jul 2019 - Mar 2021 | 1 |
People's United Bank | Middletown, CT | Jan 2019 - Jul 2019 | < 1 |
Amped Fitness | Rocky Hill, CT | May 2018 - Jan 2019 | < 1 |
Dick's Sporting Goods | Newington, CT | Oct 2016 - May 2018 | 1 |
North Haven School System | North Haven, CT | Aug 2008 - Aug 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- CT
- NC
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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