Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abraham? Claim Your ProfileAbraham Jones is a financial advisor with over 30 years of experience in the financial services industry. Abraham has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2012, and holds licenses to provide investment advice in multiple states. Prior to his current role, Abraham worked at PaineWebber Incorporated and MetLife Securities Inc. Abraham offers a range of financial services, including portfolio management, financial planning, pension consulting, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
02/20/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALEXANDRIA VA)
NJ
05/25/1993 - 10/27/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MA
10/30/1991 - 03/18/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/30/1991 - 03/18/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 07/09/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/21/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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