Unclaimed
Maha Elkhateib is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Maha Elkhateib is registered with the state of Florida as a Broker/Dealer and an Investment Adviser Representative. Maha Elkhateib has been in the securities industry since June 26, 2020. Maha Elkhateib has a Series 66, Series 7TO, and SIE license. Maha Elkhateib provides financial services to individuals, corporations, businesses, investment companies, insurance companies, pension and profit-sharing plans, state and municipal government entities, and charitable organizations. Maha Elkhateib is based in Venice, Florida.
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
FL
10/14/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (VENICE FL)
BOTH
Issued 09/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2020
SIE - Securities Industry Essentials 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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