Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kameron? Claim Your ProfileKameron Muzic-ali is a financial advisor registered with Charles Schwab & CO., Inc. in Coral Gables, Florida. Kameron has been working in the financial industry since 2017 and has experience with a variety of firms including MORGAN STANLEY, E*TRADE SECURITIES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, TD AMERITRADE, INC., and SCOTTRADE, INC. Kameron holds Series 3, 7, 63, and 66 securities licenses and the SIE exam. In addition to financial advisory services, Kameron has experience as a Field Sales Manager for Vector Marketing.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
08/11/2023 - Present
Charles Schwab & CO., Inc. (Coral Gables FL)
TX
01/11/2023 - 08/08/2023
MORGAN STANLEY (Dallas TX)
TX
05/18/2022 - 08/08/2023
E*TRADE SECURITIES LLC (Dallas TX)
TX
06/17/2019 - 05/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
MO
02/26/2018 - 04/17/2019
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
07/19/2017 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
BOTH
Issued 06/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2018
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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