Unclaimed
Abraham Kawaja is an investment advisor representative at Meridian Wealth Management, LLC in Lexington, Kentucky. Abraham has been in the financial services industry for over 20 years. Abraham has passed the Series 65, Series 7, Series 52, and SIE exams.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
A percentage of the total value of assets under management is charged.
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2
KY
05/19/2016 - Present
Meridian Wealth Management, LLC (LEXINGTON KY)
KY
10/06/2014 - 02/18/2015
SUMMIT BROKERAGE SERVICES, INC. (LEXINGTON KY)
KY
05/18/2011 - 10/10/2014
NYLIFE SECURITIES LLC (LEXINGTON KY)
KY
03/23/2004 - 08/13/2009
LEXINGTON INVESTMENT COMPANY, INC. (LEXINGTON KY)
TN
06/30/2000 - 03/25/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
03/22/1999 - 07/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
10/16/1998 - 02/24/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 05/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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