Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adham? Claim Your ProfileAdham Makki is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 4 years of experience in the industry. Adham Makki is licensed to provide investment advice in Alabama, Connecticut, Florida, Georgia, Kentucky, Massachusetts, New Jersey, New York, Pennsylvania, and Texas. Adham Makki specializes in providing financial services for insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Adham Makki is also licensed to provide investment advice in Texas.
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
FL
04/13/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLEARWATER FL)
BOTH
Issued 3/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/8/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/1/2021
SIE - Securities Industry Essentials 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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