Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samer? Claim Your ProfileSamer Bordcosh is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Samer has been in the securities industry since August 11, 2006. Samer is registered with the state of California and is also a registered investment advisor representative in Texas. Samer works out of the Carlsbad, California branch office of Merrill Lynch. Samer has worked at Merrill Lynch since January 2012. Samer has also worked at Chase Investment Services Corp. and Securian Financial Services, Inc. Samer has passed the Uniform Combined State Law Examination, General Securities Representative Examination and Securities Industry Essentials Examination.
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
07/28/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CARLSBAD CA)
CA
09/27/2011 - 01/19/2012
CHASE INVESTMENT SERVICES CORP. (NEWPORT BEACH CA)
CA
06/12/2006 - 08/22/2011
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
BOTH
Issued 06/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2006
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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