Prof. Dr. Abdullah-Hakim Abdeen

Act like a total solutions provider using the products and services to suit the needs of clients. Review various daily reports to ensure all client accounts are operating within the guidelines set forth by FINRA, SEC, NYSE and Scottrade's policies. Strengthen the client relationship and grow business through effective education and presentation of investment products and services. Meet with clients on a quarterly or changes in life events basis to review strategy and ensure they are on track with financial goals. Coordinate and deliver educational seminars on all aspects of investing and financial planning. Partner with various departments to ensure transactions are completed and requested are completed in a timely manner. Work with clients on all aspects of there financial goals, from estate planning to asset allocation