Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ziad? Claim Your ProfileZiad Alkhamis is a financial advisor at LPL Financial LLC. Ziad has been in the financial services industry since 1991. Ziad is a registered investment advisor in Michigan and Texas. Ziad is a registered representative of LPL Financial LLC. Ziad has worked for a number of other firms in the past, including Raymond James Financial Services, Inc., CitiCorp Investment Services, Investment Management & Research, Inc, American Express Financial Advisors Inc., and IDS Life Insurance Company. Ziad is a member of the Financial Industry Regulatory Authority (FINRA). Ziad specializes in providing financial planning services, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
07/21/2014 - Present
LPL Financial LLC (PORTAGE MI)
FL
10/29/1999 - 12/17/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
03/09/1999 - 12/31/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
FL
03/15/1996 - 06/27/1997
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
MN
10/04/1991 - 03/18/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/04/1991 - 03/18/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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