Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Gakou is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Middletown, NY. Martha has been in the industry since 2001 and has a broad range of experience working with individuals, families, and businesses. Martha is licensed to provide investment advice and securities brokerage services in multiple states, including New York, New Jersey and Texas. Martha's expertise includes portfolio management, financial planning, and investment strategies.
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
NY
02/15/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIDDLETOWN NY)
NY
02/08/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWBURGH NY)
NY
09/25/2006 - 01/29/2007
KEY INVESTMENT SERVICES LLC (MIDDLETOWN NY)
NY
10/06/2004 - 09/25/2006
MCDONALD INVESTMENTS INC. (ALBANY NY)
NY
11/29/2001 - 09/28/2004
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
IA
Issued 11/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative 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
Not sure Martha Gakou is the right advisor for you? Invested Better is here to help.
