Unclaimed
Samira Anwar is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Samira Anwar has been in the financial services industry since 2011. Samira Anwar is registered with the state of Michigan and Texas as a broker-dealer and investment advisor.
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
MI
01/17/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FARMINGTON HILLS MI)
MI
09/30/2015 - 08/30/2016
THE HUNTINGTON INVESTMENT COMPANY (CLINTON TOWNSHIP MI)
MI
10/01/2012 - 08/24/2015
J.P. MORGAN SECURITIES LLC (ROCHESTER HILLS MI)
MI
05/12/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (STERLING HEIGHTS MI)
BOTH
Issued 01/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2018
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2011
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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