Mazin Hakim, financial advisor Roseland NJ

Mazin Hakim

CRD Number: 6680051
Current Firm: Advice And Planning Services

Mazin Hakim (CRD# 6680051) is an Investment Advisor Representative working at Advice And Planning Services in Roseland, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Roseland, NJ Sep 2018 - Current 3
Tiaa-cref Individual & Institutional Services, LLC Roseland, NJ Sep 2018 - Current 3
Pnc Investments Pittsburgh, PA Jul 2016 - Sep 2018 2
Pnc Bank Cedar Knolls, NJ Jan 2015 - Sep 2018 3
Pnc Investments Pittsburgh, PA Jul 2016 - May 2017 < 1
Rs Shipping Line Newark, NJ May 2009 - Dec 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for Mazin A. Hakim
Phone Number: 212-490-9000
Registered State(s):
  • AL
  • CT
  • DE
  • LA
  • MD
  • NE
  • NJ
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    36,394
    MILLIONS
  • Total Number of Accounts
    78,786
    ACCOUNTS
  • Average Account Value
    $461,934
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV, WY

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