Aldain Beam (CRD# 2967415) is an Investment Advisor Representative working at Dunamis Capital Consulting, LLC in Wellington, FL and has over 26 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dunamis Management Associates | Wellington, FL | Jan 2021 - Current | 3 |
| Dunamis Capital Consulting, LLC | Wellington, FL | Jul 2019 - Current | 4 |
| Dunamis Capital Consulting, LLC | Wellington, FL | Aug 2018 - Current | 5 |
| National Securities Corp | Jupiter, FL | Apr 2018 - Dec 2018 | < 1 |
| National Asset Management | Jupiter, FL | Apr 2018 - Dec 2018 | < 1 |
| Primerica Financial Services | Palm Beach Gardens, FL | Feb 2017 - Feb 2018 | 1 |
| Pfs Investments Inc. | Palm Beach Gardens, FL | Feb 2017 - Feb 2018 | 1 |
| Nationwide Investment Services Corporation | Columbus, OH | May 2006 - Jan 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | May 2008 |
- FL
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Total Assets Under Management3MILLIONS
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Total Number of Accounts115ACCOUNTS
-
Average Account Value$28,609
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL
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