Unclaimed
Adham Kaibni is a financial advisor with LPL Financial LLC. Adham has been in the industry since July 15, 2000. Adham is registered in Florida, Texas and other states as an Investment Advisor Representative (IAR). Adham has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., MORGAN STANLEY DW INC., and Legg Mason Wood Walker, Incorporated.
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.
Consulting and other non-discretionary advisory services
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
06/07/2023 - Present
LPL Financial LLC (MIAMI FL)
DC
10/23/2009 - 06/07/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
DC
02/03/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WASHINGTON DC)
NY
03/14/2001 - 02/06/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
MD
04/26/2000 - 12/22/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 03/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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