Unclaimed
Shaabani Munro is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with offices in Atlanta and New York. Shaabani Munro has been in the industry since 2009 and has held positions at several firms including CBG Financial Group, Inc. and CGI Merchant Capital, LLC. Shaabani Munro is licensed in Georgia and has passed several industry examinations, including Series 7, Series 66, and Series 24.
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
GA
07/27/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
FL
07/30/2012 - 08/23/2012
CBG FINANCIAL GROUP, INC. (WEST PALM BEACH FL)
FL
12/18/2008 - 07/11/2012
CGI MERCHANT CAPITAL, LLC (MIAMI FL)
BOTH
Issued 08/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2008
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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