Syed Rizvi

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → Present
  National Life
  Hauppauge, NY
• 05/2012 → Present
  Equity Services, Inc
  Montpelier, VT

Other Businesses

*YAFATIMAZAHRA, INC. 2811 OLD COACH RD, DULUTH GA. NOT INV REL. JAN 2023. SOCIAL, EDUCATIONAL, HISTORY. PRESIDENT. MANAGING EDUCATIONAL LECTURES, HISTORY OF RELIGIONS, DIFFERENT CULTURES, RACES. DURING SOME TRADE HRS*EASTERN ADVISORY GROUP,410 MOTOR PARKWAY,2ND FLOOR, HAUPPAUGE, NY 11788,INV REL,07/01/2025,ONGOING,INV REL,DURING TRD/HRS,INSURANCE,AGENT,

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-05-31

Other Names

• Syed Rizui