Unclaimed
Md Younus is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Md Younus is active in the broker-dealer and investment advisor industries. Md Younus has been working in the financial industry since March 2017. Md Younus holds the Series 66, Series 7TO, and SIE licenses. Md Younus is registered in 18 states and currently works in the Clayton, MO office of Merrill Lynch, Pierce, Fenner & Smith Inc. Md Younus specializes in providing financial advice to individuals, businesses, corporations, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities. Md Younus's firm also offers other services such as performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
MO
06/15/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLAYTON MO)
BOTH
Issued 06/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/06/2020
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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