Syed
Rizvi
Alphaq Advisors
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About this Advisor
Syed Rizvi is a financial advisor based in Winter Park, Florida, working with Alphaq Advisors. Syed has previously worked at Alphaq Advisors LLC, has passed the Series 65 regulatory exam, and is registered to provide services in Florida. Currently, Syed is part of Alphaq Advisors, which operates from one office and has two employees. The firm manages $59.5 million in assets and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Alphaq Advisors includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alphaq Advisors Brokerage Details
$59,462,442
2
186
$319,691
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Syed Rizvi Work History
Alphaq Advisors LLC
Disclosures
Please visit the SEC profile of Syed Rizvi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alphaq Advisors
Winter Park, FL
Winter Park, FL
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