Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Najee? Claim Your ProfileNajee Sanders is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Najee has been in the industry since 2015 and has a Series 6, Series 7TO, Series 63, and Series 66. Najee has experience working for other firms like HSBC Securities (USA) Inc. and Foresters Financial Services, Inc. Najee has held various roles at various companies such as Dish Network, ACN and HSBC BANK USA N.A.. Najee is currently registered in 53 states and also holds an investment advisor representative registration. Najee's current employment is at the Atlanta office of Merrill Lynch, Pierce, Fenner & Smith Inc., where Najee is a registered representative and investment advisor representative.
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
GA
06/15/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
NY
06/08/2019 - 08/12/2019
DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)
NY
09/27/2016 - 11/15/2017
HSBC SECURITIES (USA) INC. (BRONX NY)
NY
12/14/2015 - 08/17/2016
FORESTERS FINANCIAL SERVICES, INC. (NEW YORK NY)
BOTH
Issued 09/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
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
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