Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hadi? Claim Your ProfileHadi Hachem is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Hadi has been in the financial services industry since 2008. Hadi has a wide range of experience in the industry, having worked for several firms including Citigroup Global Markets Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., HSBC Securities (USA) Inc., Banc of America Investment Services, Inc., and CitiCorp Investment Services. Hadi is licensed to sell securities in New York and Texas. Hadi is also licensed to provide investment advisory services in New York and Texas.
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
NY
07/31/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MELVILLE NY)
NY
10/01/2014 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (HAUPPAUGE NY)
NY
10/01/2012 - 08/26/2013
J.P. MORGAN SECURITIES LLC (SMITHTOWN NY)
NY
06/04/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SMITHTOWN NY)
NY
09/11/2009 - 03/02/2010
HSBC SECURITIES (USA) INC. (PORT JEFFERSON NY)
NY
03/02/2005 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MELVILLE NY)
NY
12/17/2002 - 02/03/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
VA
10/02/2001 - 03/11/2002
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NJ
06/08/1999 - 09/06/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/26/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/09/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/12/2020
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1999
Series 6 - Investment Company Products/Variable Contracts 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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