Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ajmal? Claim Your ProfileAjmal Hakeemi is a financial professional with over seven years of experience in the industry. Ajmal currently works at Charles Schwab & CO., Inc. as a Registered Representative and Investment Advisor Representative, and has also held positions at JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC, WELLS FARGO CLEARING SERVICES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Ajmal Hakeemi holds multiple licenses and professional designations.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
08/04/2021 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
10/11/2018 - 03/06/2020
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (Tempe AZ)
AZ
02/17/2017 - 09/25/2018
WELLS FARGO CLEARING SERVICES, LLC (TEMPE AZ)
AZ
01/25/2016 - 02/09/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 02/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2023
Series 4 - Registered Options Principal Examination
BC
Issued 10/20/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/04/2023
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 02/25/2022
Series 3 - National Commodity Futures Examination
BC
Issued 09/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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