Unclaimed
Chucri Kamal Chucri is a financial professional with over 20 years of experience in the industry. Chucri Kamal Chucri is currently registered with LPL Enterprise, LLC. and has previously been registered with several other firms including Ameriprise Financial Services, Inc., Wachovia Securities, LLC, Chase Investment Services Corp., Intersecurities, Inc., LifeUSA Securities, Inc., Pruco Securities Corporation, and Baxter Banks & Smith, Ltd. Chucri Kamal Chucri is a licensed agent in Florida and Georgia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
FL
11/18/2024 - Present
LPL Enterprise, LLC (CLEARWATER FL)
FL
01/14/2009 - 08/10/2009
AMERIPRISE FINANCIAL SERVICES, INC. (LAKELAND FL)
FL
03/12/2008 - 12/19/2008
WACHOVIA SECURITIES, LLC (DUNEDIN FL)
FL
05/11/2007 - 03/04/2008
CHASE INVESTMENT SERVICES CORP. (TAMPA FL)
FL
01/18/2006 - 08/17/2006
CHASE INVESTMENT SERVICES CORP. (TAMPA FL)
FL
07/21/2000 - 12/17/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MN
07/26/1999 - 06/16/2000
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
NJ
05/08/1998 - 11/13/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
FL
09/04/1997 - 04/16/1998
BAXTER BANKS & SMITH, LTD. (ST. PETERSBURG FL)
BC
Issued 02/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/25/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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