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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kareem? Claim Your ProfileKareem Abdul emiko Archer is a financial advisor registered with Wells Fargo Clearing Services, LLC. Kareem has been in the industry since 2005 and has a broad range of experience serving clients in both individual and institutional capacities. Kareem holds Series 7, Series 9, Series 10, and SIE licenses, reflecting a commitment to ongoing professional development. Previously, Kareem worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Rollover Securities, TIAA-CREF Individual & Institutional Services, LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company.
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.
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.
Investment consulting services to institutional clients
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
MO
05/12/2011 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NC
05/27/2010 - 04/27/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
08/25/2009 - 04/22/2010
ROLLOVER SECURITIES (CHARLOTTE NC)
NC
08/02/2007 - 03/06/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NJ
03/15/2006 - 07/10/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
MN
03/04/2005 - 01/12/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
03/04/2005 - 01/12/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/07/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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