Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mustafa? Claim Your ProfileMustafa Ehimeakhe is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Houston, TX. Mustafa has been in the industry since 2011 and has held previous roles with Morgan Stanley, Park Avenue Securities LLC, TD Ameritrade, Inc., Ameritrade, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Mustafa is licensed to provide investment advice in 13 states and has a Series 7 and Series 66 license. Mustafa specializes in portfolio management for individuals and businesses and also offers other services such as performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, and educational seminars.
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
TX
08/20/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
04/12/2018 - 11/13/2019
MORGAN STANLEY (HOUSTON TX)
TX
04/15/2015 - 04/05/2018
PARK AVENUE SECURITIES LLC (HOUSTON TX)
TX
04/22/2006 - 09/10/2008
TD AMERITRADE, INC. (HOUSTON TX)
TX
03/01/2006 - 04/22/2006
AMERITRADE, INC. (FORT WORTH TX)
MN
06/28/2004 - 04/13/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/28/2004 - 04/13/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2015
Series 7 - General Securities 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
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