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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samir? Claim Your ProfileSamir Makar is a financial advisor with TD Private Client Wealth LLC. Samir has been working in the securities industry since November 2005. Samir is registered to provide investment advice in California, Connecticut, Florida, Maryland, Massachusetts, Nevada, New Jersey, New York, Pennsylvania, and Vermont. Samir Makar is also licensed to provide investment advice under the Series 6, Series 7, Series 63, and Series 65 exams. Samir is also a Registered Representative with FINRA. Samir is a highly experienced financial advisor with a proven track record of success. Samir Makar is dedicated to helping clients achieve their financial goals and is committed to providing personalized, professional service.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
NY
03/04/2022 - Present
TD Private Client Wealth LLC (Melville NY)
NY
04/27/2012 - 05/13/2019
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NY
11/24/2010 - 04/16/2012
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
04/23/2007 - 11/09/2010
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
09/30/2005 - 04/03/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
IA
Issued 09/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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