Unclaimed
Zakkour H Chivi has been in the securities industry since November 1989. Currently registered with Ameriprise Financial Services, LLC, Zakkour has held previous positions at Wells Fargo Clearing Services, LLC, First Union Capital Markets Corp, Prudential Securities Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Zakkour holds licenses for Series 7, Series 63, and SIE. Zakkour is currently licensed in 20 states and 2 jurisdictions. Zakkour specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/07/2019 - Present
Ameriprise Financial Services, LLC (Holmdel NJ)
NJ
10/01/1999 - 01/09/2019
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
NC
01/19/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
06/30/1995 - 12/17/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/25/1989 - 07/12/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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