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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kahlil? Claim Your ProfileKahlil Adames is a financial advisor with over 20 years of experience in the industry. Kahlil has worked for several firms, including Merrill Lynch, Cadaret Grant, and LPL Financial. Kahlil currently works with LPL Financial and offers a range of services, including financial planning, portfolio management, and consulting. Kahlil is registered in several states, including California, New York, and Pennsylvania. Kahlil holds Series 7, Series 63, Series 65, and SIE licenses.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/03/2021 - Present
LPL Financial LLC (SYRACUSE NY)
NY
08/21/2017 - 02/11/2020
CADARET, GRANT & CO., INC. (Minoa NY)
NY
04/28/2014 - 08/22/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)
NY
05/15/2012 - 05/02/2014
LPL FINANCIAL LLC (TULLY NY)
NY
01/16/2008 - 05/15/2012
HSBC SECURITIES (USA) INC. (WATKINS GLEN NY)
NY
04/01/2004 - 11/20/2007
CHASE INVESTMENT SERVICES CORP. (DEWITT NY)
MN
06/04/2003 - 03/18/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/04/2003 - 03/18/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
03/21/2002 - 05/22/2003
UBS WARBURG LLC (NEW YORK NY)
IA
Issued 05/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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