Hussien S. Fawaz
YDREAM FINANCIAL SERVICES
Canton, MI
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CRD#: 4708300
Professional summary
Hussien Samuel Fawaz, CFP®, who also goes by Hussien Fawaz, Sam Fawaz, Samuel Hussien Fawaz, Samuel Fawaz, is a registered financial advisor currently at YDREAM FINANCIAL SERVICES, INC. located in Canton, Michigan.
Hussien is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Hussien has worked at 2 firms and has passed the Series 63 and Series 7 exams.
Biography
Our services are rendered by a highly-experienced Certified Financial Planner practitioner in a timely, responsive and professional manner with the highest regard for your privacy. Your planner works with you and your other advisors as a team to ensure a coordinated and well-informed plan. Our fees are quoted up front in writing and only begin after we have received your written authorization. You'll know exactly what and when we will deliver before we begin any work.
Question & Answer
What are your service offerings?
Tax Planning
Investment Planning
Retirement Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Insurance Planning
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Corporate Executives
Divorce Planning
Investment Advice with Ongoing...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Hussien Fawaz | Sam Fawaz | Samuel Hussien Fawaz | Samuel Fawaz
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Y.D. FINANCIAL SERVICES & SOLUTIONS 47969 INVERARAY RD, CANTON MI 48188; NOT INVESTMENT RELATED; ACCOUNTING, TAX, AND TECHNOLOGY CONSULTING SERVICES, OWNER SINCE 1981, 8-10 HRS./MONTH DURING TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Hussien Samuel Fawaz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Experience
Current
June 27, 2008 - Present
YDREAM FINANCIAL SERVICES, INC.
RIA
CRD#: 128995
Canton, MI
Past
June 17, 2004 - August 3, 2007
HAAS FINANCIAL PRODUCTS, INC.
BD
CRD#: 24181
SOUTHFIELD, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
YF
YDREAM FINANCIAL SERVICES, INC.
Y.D. FINANCIAL SERVICES | YDREAMS FINANCIAL SERVICES, INC. | YDREAM FINANCIAL SERVICES, INC. | YDFS, INC. | Y.D. FINANCIAL SOLUTIONS
CRD#: 128995 / SEC#: 801-134115
RIA
Registered Investment Advisory firm - (8/26/2025 Approved)Michigan
Registered Investment Advisory firm - (5/21/2009 Approved)Tennessee
Registered Investment Advisory firm - (6/27/2008 Approved)Texas
Registered Investment Advisory firm - (2/2/2020 Conditional Restricted)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(12/22/2010)
IAR
Tennessee(6/27/2008)
IAR
Texas(2/5/2020)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
YF
YDREAM FINANCIAL SERVICES, INC.
Y.D. FINANCIAL SERVICES | YDREAMS FINANCIAL SERVICES, INC. | YDREAM FINANCIAL SERVICES, INC. | YDFS, INC. | Y.D. FINANCIAL SOLUTIONS
CRD#: 128995 / SEC#: 801-134115
RIA
Registered Investment Advisory firm - (8/26/2025 Approved)Michigan
Registered Investment Advisory firm - (5/21/2009 Approved)Tennessee
Registered Investment Advisory firm - (6/27/2008 Approved)Texas
Registered Investment Advisory firm - (2/2/2020 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Canton, MI
Mailing Address
Phone number
(734) 447-5305
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 557 |
| AUM (Assets Under Management) | $ 117,432,073 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
