Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samir? Claim Your ProfileSamir Elias Abdullah is a financial advisor with over 14 years of experience in the industry. Samir is currently registered with Equity Services, Inc. Samir is also a registered Investment Advisor. Samir holds Series 6, 7, 63, 65, and 24 licenses. Samir has previously been registered with Mutual of Omaha Investor Services, Inc., MML Investors Services, LLC, Sagepoint Financial, Inc., and MetLife Securities Inc. Samir's areas of expertise include financial planning, pension consulting, and portfolio management for 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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2
TX
01/09/2024 - Present
Equity Services, Inc. (SOUTHLAKE TX)
TX
09/14/2018 - 12/11/2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (HOUSTON TX)
FL
06/03/2016 - 08/23/2018
MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)
FL
05/02/2013 - 01/12/2016
SAGEPOINT FINANCIAL, INC. (PALM BEACH GARDENS FL)
FL
05/29/2009 - 04/04/2013
METLIFE SECURITIES INC. (WEST PALM BEACH FL)
BC
Issued 09/10/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2020
Series 24 - General Securities Principal Examination
BC
Issued 11/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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