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Noreen Anjum Kazi

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.·SOUTH BEND, Indiana
Series 65Clean record12 years registered1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.
100 NORTH MICHIGAN STREET, SOUTH BEND, IN 46601CRD# 5010990Firm CRD# 111331

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Noreen Anjum Kazi · SOUTH BEND, IN
Registration
CRD #5010990 · 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.
Jun 2014Jun 2020
SOUTH BEND, IN
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 11, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.
CRD 111331 · SEC 801-60100
AUM
$3.5B
Regulatory assets under management
Employees
9
1 client accounts
Services offered by 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.
Per Form ADV
Selection of other advisers
Other
Introduction

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05

Frequently Asked Questions

What services does Noreen Anjum Kazi offer?
Noreen Anjum Kazi specializes in Wealth Management.
What are Noreen Anjum Kazi's credentials?
Noreen Anjum Kazi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Noreen Anjum Kazi located?
Noreen Anjum Kazi is based in SOUTH BEND, Indiana, last registered with 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC..
How does Noreen Anjum Kazi charge for services?
Noreen Anjum Kazi's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.?
1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. has approximately 9 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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