ADVISOR BIO

Samee Aboubakare is a financial advisor at LPL Financial LLC, working out of the Huntington Beach, CA office. Samee has been in the industry since December 2017 and is registered in California. In addition to their work at LPL Financial LLC, Samee is also a Strategy & Research Analyst at Forte Labs. Samee is committed to providing sound financial advice and helping their clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Sameer Ferrell is an investment advisor representative with City National Securities, Inc. Sameer has been in the industry since 2013, and is registered with the state of California and Arizona. Previously, Sameer was also an investment advisor representative with COMERICA SECURITIES, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and MORGAN STANLEY. Sameer offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Sameer's firm, City National Securities, Inc., manages assets of between $1 billion and $10 billion.

SPECIALIZATIONS

ADVISOR BIO

Sameer Yashwant Phadke is a registered investment advisor representative with SCF Investment Advisors, Inc., a firm that provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. Sameer has been in the financial industry since 2007 and has a background in both securities and insurance. Sameer holds a Series 7, Series 66, and SIE licenses. He has worked with several firms throughout his career, including LPL Financial LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Sameer is a dedicated advisor who works to provide personalized investment advice to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Sameer Hanania Adi is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Sameer has been in the industry since 2020 and is registered in 17 states. Sameer has a strong background in finance and has a deep understanding of the markets. Sameer is committed to helping clients reach their financial goals. Sameer is an experienced financial advisor and is committed to providing clients with personalized financial advice.

SPECIALIZATIONS

ADVISOR BIO

Sameera Gupta is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. She is a licensed investment advisor in California, Colorado, Florida, and Texas. Sameera Gupta has been in the financial services industry since March 17, 2015. She has passed the Series 66, SIE and Series 7 exams. Sameera Gupta specializes in providing financial advice to individuals, businesses, corporations, insurance companies, charitable organizations, pension plans, and government entities.

SPECIALIZATIONS

ADVISOR BIO

Samer Georges is a financial advisor with Fidelity Personal And Workplace Advisors. Samer has been in the industry since 2017 and is registered with the state of California. Samer has also held previous positions at J.P. MORGAN SECURITIES LLC and WELLS FARGO CLEARING SERVICES, LLC. Samer holds the Series 6, 7, 63 and 66 licenses. Samer specializes in providing financial planning, investment advice, and portfolio management for individuals, businesses, and retirement plans.

SPECIALIZATIONS

ADVISOR BIO

Samer Bordcosh is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Samer has been in the securities industry since August 11, 2006. Samer is registered with the state of California and is also a registered investment advisor representative in Texas. Samer works out of the Carlsbad, California branch office of Merrill Lynch. Samer has worked at Merrill Lynch since January 2012. Samer has also worked at Chase Investment Services Corp. and Securian Financial Services, Inc. Samer has passed the Uniform Combined State Law Examination, General Securities Representative Examination and Securities Industry Essentials Examination.

SPECIALIZATIONS

ADVISOR BIO

Samer Alshaar is a financial advisor currently registered with J.P. Morgan Securities LLC in Fremont, CA. Samer has been in the industry since November 2022. Samer holds the Series 63, Series 6TO, and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

Samer Naoum is a registered representative with J.P. Morgan Securities LLC. Samer has been in the industry since December 2019 and is licensed in California. Samer specializes in providing financial planning, pension consulting, and selection of other advisers. Samer has a Series 63, Series 6TO, and SIE license.

SPECIALIZATIONS

ADVISOR BIO

Sami Fayad is a registered representative with J.p. Morgan Securities LLC. Sami has been in the industry since July 31, 2022. Sami is registered in 53 states and has passed the Series 63, Series 79TO and SIE exams. Sami specializes in investments, insurance, annuities, mutual funds, and variable products.

SPECIALIZATIONS