Sammy AzzouzCRD Number: 4350513
Current Firm: Heritage Financial Services
Sammy Azzouz (CRD# 4350513) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 22 years of experience in the finance industry. Sammy Azzouz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Artemis Financial Advisors
Fuller Brook Financial Partners, LLC
Fidelity Personal And Workplace Advisors
|Heritage Financial Services, Inc.||Westwood, MA||Apr 2013 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2001|
Total Assets Under Management1,931MILLIONS
Total Number of Accounts5,039ACCOUNTS
Average Account Value$383,175
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, RI, SC, TX, VA, VT
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