Unclaimed
Coby Yaacov Haddad is a financial advisor with over 29 years of experience in the industry. Coby is currently registered with Arete Wealth Management, LLC and is licensed in several states. Prior to joining Arete Wealth Management, Coby was affiliated with National Securities Corporation, Continental Broker-Dealer Corp. and Marlowe & Company. Coby is a Series 7 and 63 licensed securities professional and a Series 24 principal licensed representative.
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.
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.
1
2
NY
08/09/2022 - Present
Arete Wealth Management, LLC (Melville NY)
NY
02/25/2004 - 07/21/2022
NATIONAL SECURITIES CORPORATION (MELVILLE NY)
NY
08/02/1996 - 01/30/2004
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
07/27/1993 - 07/19/1996
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
03/14/1996 - 03/27/1996
MARLOWE & COMPANY (NEW YORK NY)
BC
Issued 08/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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