Waddad Abdel Aziz (CRD# 7889471) is an Investment Advisor Representative working at Alan B. Lancz & Associates, Inc. in Toledo, OH and has 1 year of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alan B Lancz & Associate Inc. | Toledo, OH | Mar 2024 - Current | < 1 |
| Alan B. Lancz & Associates, Inc. | Toledo, OH | Mar 2024 - Current | < 1 |
| Pro Data LLC | Toledo, OH | Aug 2023 - Feb 2024 | < 1 |
| Self Employed | Greenwood, IN | Apr 2023 - Aug 2023 | < 1 |
| Self Employed | Alain, | Jan 2022 - Apr 2023 | 1 |
| Wh Energy | Nouakchott, | Jul 2018 - Dec 2021 | 3 |
| Ausenco | Nouakchott, | Apr 2017 - Jul 2018 | 1 |
| Consolidated Contractor Company | Nouakchott, | Oct 2015 - Mar 2017 | 1 |
| Afaq Power | Nouakchott, | Nov 2013 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- MI
- OH
-
Total Assets Under Management162MILLIONS
-
Total Number of Accounts161ACCOUNTS
-
Average Account Value$1,007,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
CA, FL, LA, MI, NY, OH, TX
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