Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zankhana? Claim Your ProfileZankhana Bateman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 15 years of experience in the financial industry. Zankhana Bateman has been registered with the state of Rhode Island since June 2016 and holds Series 6, 7, 63, and 66 licenses. Zankhana Bateman has worked with clients in both Rhode Island and Massachusetts, providing financial services to individuals, businesses, and institutions. In addition to providing financial advice, Zankhana Bateman also owns a rental property and is involved with publishing books.
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
RI
06/08/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PROVIDENCE RI)
MA
10/20/2004 - 08/11/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
12/08/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 06/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/07/2000
Series 6 - Investment Company Products/Variable Contracts 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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