Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sammer? Claim Your ProfileSammer Yosry Bekhiet is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Manasquan, NJ. Sammer Yosry Bekhiet holds a Series 66 license, as well as a Series 7 and SIE. Sammer Yosry Bekhiet's registration history includes previous employment with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Pennington, NJ. Sammer Yosry Bekhiet specializes in offering portfolio management services for individuals and businesses, and pension consulting. Sammer Yosry Bekhiet has been in the industry since December 03, 2019. Sammer Yosry Bekhiet is registered in multiple states, including Florida, Maryland, Massachusetts, New Jersey, New York and Pennsylvania.
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
NJ
05/13/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MANASQUAN NJ)
NJ
10/19/2017 - 01/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 05/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
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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