Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adil? Claim Your ProfileAdil Lalljee is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Adil is a licensed investment advisor in the state of Texas. Adil has been in the financial services industry since February 15, 2023. Adil has passed the Series 7TO, Series 63, Series 65 and SIE exams. Adil has also been registered with Equitable Advisors, LLC. Adil has experience providing portfolio management for businesses and individuals, as well as educational seminars and selection of other advisors.
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
TX
08/14/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUSTIN TX)
TX
02/15/2023 - 06/25/2024
EQUITABLE ADVISORS, LLC (AUSTIN TX)
IA
Issued 05/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2022
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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