Unclaimed
Engida Sewnet is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Engida is registered to provide investment advice in District of Columbia, Georgia, and Texas. Engida has been working in the financial industry since 2017. Engida has a wide range of experience in financial services and has worked with a number of firms, including J.P. Morgan Securities LLC and Merrill Lynch. Prior to working with financial services, Engida worked with Cassava Capital. Engida is licensed to provide investment advice for individuals, corporations, and other businesses. Engida also works with charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities. Engida specializes in providing investment advice, performance measurement reports, allocation modeling, investment policy statements, and research reports and services.
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
DC
02/01/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
DC
11/11/2019 - 03/14/2023
J.P. MORGAN SECURITIES LLC (Washington DC)
DC
12/21/2017 - 08/09/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
BC
Issued 01/19/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2017
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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