Unclaimed
Sondos Abedallah is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Sondos is active in the securities industry and has a total of 16 years of experience in the financial services industry. Sondos is registered with the following states: California, Connecticut, Delaware, District of Columbia, Florida, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas, and Vermont.
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
MA
05/12/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BURLINGTON MA)
NH
12/11/2019 - 11/07/2021
J.P. MORGAN SECURITIES LLC (Nashua NH)
BOTH
Issued 02/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/08/2019
SIE - Securities Industry Essentials 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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