Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ahmed? Claim Your ProfileAhmed Abdelbaki is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ahmed Abdelbaki has been in the industry since March 2012. Ahmed Abdelbaki is licensed to provide investment advice in New Jersey and Texas. In addition to Merrill Lynch, Pierce, Fenner & Smith Inc., Ahmed Abdelbaki has worked with National Securities Corporation, Brookstone Securities, Inc., and First Montauk Securities Corp. Ahmed Abdelbaki has passed the Series 63, 66, 7, 9, and 10 exams and is a registered representative of the Financial Industry Regulatory Authority (FINRA).
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
NJ
08/17/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
NJ
06/19/2012 - 11/30/2012
NATIONAL SECURITIES CORPORATION (TINTON FALLS NJ)
NY
03/09/2012 - 06/22/2012
BROOKSTONE SECURITIES, INC. (STATEN ISLAND NY)
NJ
03/11/2003 - 06/02/2003
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
BOTH
Issued 06/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2012
Series 7 - General Securities 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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