Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Munther? Claim Your ProfileMunther Abdallah is a financial advisor with over 30 years of experience in the financial services industry. Munther is registered with Wells Fargo Clearing Services, LLC and holds Series 7, Series 63, and Series 65 licenses. Munther has worked with several prominent financial institutions throughout their career, including Morgan Stanley, Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Munther focuses on providing investment consulting services to institutional clients, financial planning, 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.
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
IL
09/13/2018 - Present
Wells Fargo Clearing Services, LLC (ORLAND PARK IL)
IL
06/01/2009 - 05/15/2015
MORGAN STANLEY (CHICAGO IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IN
08/04/2006 - 04/02/2007
MORGAN STANLEY DW INC. (MERRILVILLE IN)
IN
06/28/1993 - 08/09/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRILLVILLE IN)
NY
01/13/1993 - 05/28/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
CO
10/25/1991 - 06/26/1992
KOBER FINANCIAL CORP. (ENGLEWOOD CO)
IA
Issued 04/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1991
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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