Best Investors Account Sign in
Inactive

Mazin Ahmed Qureshi

Edelman Financial Engines

Naperville, IL

CRD 6281052

Claim This Profile
Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-04-26
  • IL RA
    APPROVED
    Since 2022-04-26

Branch Locations

Naperville, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Factset Chicago IL 08/2011 01/2020
Lcm Capital Management Inc Chicago IL 12/2013 05/2020
Financial Engines Advisors L.L.C Santa Clara CA 03/2022 Present
Jp Morgan Chase Downers Grove IL 04/2020 03/2022
  • 08/2011 → 01/2020
    Factset
    Chicago, IL
  • 12/2013 → 05/2020
    Lcm Capital Management Inc
    Chicago, IL
  • 03/2022 → Present
    Financial Engines Advisors L.L.C
    Santa Clara, CA
  • 04/2020 → 03/2022
    Jp Morgan Chase
    Downers Grove, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-06
  • S66 Uniform Combined State Law Examination
    2013-11-06
Designations
  • Chartered Financial Analyst
Other Names
  • Maz Qureshi

View on SEC IAPD

More in Naperville, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor