Baseem Taraji (CRD# 7546998) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Prospect, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Northbrook, IL | Jan 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook, IL | Nov 2022 - Current | 1 |
| J.p. Morgan Securities, LLC | Chicago, IL | Apr 2022 - Nov 2022 | < 1 |
| Jpmorgan Chase Bank, N.a. | Chicago, IL | Apr 2022 - Nov 2022 | < 1 |
| University Of Southern Indiana | Evansville, IN | May 2021 - Jun 2022 | 1 |
| Unemployed | Skokie, IL | Oct 2020 - Mar 2022 | 1 |
| Ernst & Young | Chicago, IL | Oct 2019 - Sep 2020 | < 1 |
| Evenhouse & Co, P.c. | Oakbrook Terrace, IL | Nov 2016 - Sep 2019 | 2 |
| Unemployed | Skokie, IL | Jan 2016 - Oct 2016 | < 1 |
| University Of Illinois At Chicago | Chicago, IL | Aug 2013 - May 2016 | 2 |
| Park One | Chicago, IL | Apr 2015 - Dec 2015 | < 1 |
| American Parking Service | Chicago, IL | Jul 2014 - Mar 2015 | < 1 |
| Finish Line | Lincolnwood, IL | Nov 2009 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- IL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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