Unclaimed
Zakhele Vinsty Dhlamini is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Zakhele has been in the industry since August 2010. Zakhele holds the Series 7 and 66 securities licenses. Zakhele has experience with PNC Investments, J.P. Morgan Securities LLC, Chase Investment Services Corp., and Edward Jones. Zakhele is registered in Florida, Illinois, Indiana, Michigan, Minnesota, Ohio, Texas, and Wisconsin. Zakhele specializes in providing portfolio management services to individuals and businesses, as well as pension consulting and educational seminars.
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
08/14/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TROY MI)
MI
03/19/2013 - 05/02/2017
PNC INVESTMENTS (WARREN MI)
MI
10/01/2012 - 01/17/2013
J.P. MORGAN SECURITIES LLC (DETROIT MI)
MI
10/19/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DETROIT MI)
MI
09/29/2009 - 05/18/2010
EDWARD JONES (SOUTHFIELD MI)
BOTH
Issued 10/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2009
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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