Unclaimed
Nassif Dow is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Nassif has been in the financial services industry for over 14 years and has a strong track record of success. Nassif has a diverse client base, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Nassif specializes in portfolio management, financial planning, and investment advisory services. Nassif has a strong understanding of the financial markets and is committed to providing personalized advice to help clients achieve their financial goals. Prior to joining Merrill Lynch, Nassif was a financial advisor at Wells Fargo Clearing Services, LLC.
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
CA
08/02/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ENCINO CA)
MO
06/15/2020 - 08/04/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
CA
06/30/2010 - 03/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CENTURY CITY CA)
PA
03/22/2010 - 06/25/2010
ROBERT W. BAIRD & CO. INCORPORATED (PHILADELPHIA PA)
PA
01/07/2008 - 02/06/2009
EDWARD JONES (BROOMALL PA)
BOTH
Issued 02/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2008
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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