Shakir Kaka (CRD# 4884522) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Zanesville, OH and has over 18 years of experience in the finance industry.
CRD# 3251296
Edward Jones
CRD# 4542547
Raymond James & Associates, Inc.
CRD# 2409682
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Zanesville, OH | Jul 2011 - Current | 12 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Zanesville, OH | Oct 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
- OH
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
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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