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Hakim Atiba Donadelle

PHX Financial, Inc.

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About Hakim Atiba Donadelle

Hakim Donadelle is a registered representative with PHX Financial, Inc. Hakim has been in the financial services industry since November 19, 1996. Hakim is registered with the following securities authorities: FINRA and the states of Alabama, Arizona, California, Florida, Indiana, Kansas, Louisiana, New Jersey, New York, North Carolina, Oklahoma, Oregon, Puerto Rico, South Carolina, Texas, Virgin Islands, and Washington.

Firm Information

Hakim Donadelle is currently registered with PHX Financial, Inc.. PHX Financial, Inc. is a Corporation formed in December 2006. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 3 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Hakim Donadelle’s Registration & Firm History

FL

12/20/2013 - Present

PHX Financial, Inc. (Fort Lauderdale FL)

VI

12/10/2009 - 12/05/2012

CALDWELL INTERNATIONAL SECURITIES (FREDERISKSTED VI)

NY

06/10/2009 - 07/21/2009

FIRST MIDWEST SECURITIES, INC. (NEW YORK NY)

NY

05/10/2007 - 06/18/2009

NATIONAL SECURITIES CORPORATION (NEW YORK NY)

NY

06/12/2006 - 04/27/2007

INVESTORS CAPITAL CORP. (NEW YORK NY)

NY

03/10/2003 - 03/01/2006

GUNNALLEN FINANCIAL, INC (NEW YORK NY)

GA

03/22/2002 - 03/26/2003

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

NY

02/07/2001 - 03/27/2002

INVESTPRIVATE, INC. (NEW YORK NY)

NY

09/15/1999 - 02/12/2001

MONTROSE CAPITAL MANAGEMENT LTD. (NEW YORK NY)

NY

05/21/1997 - 12/14/1998

ROAN CAPITAL PARTNERS L.P. (NEW YORK NY)

NY

09/25/1996 - 05/19/1997

MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)

NJ

05/13/1994 - 09/11/1996

A.S. GOLDMEN & CO., INC. (RED BANK NJ)

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Licenses & Designations

BC

Issued 05/27/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 8 public disclosures for Hakim Atiba Donadelle. Review regulatory record here.
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