Malik Smith Location
Lancaster, MA, US
Malik Smith Work
- 2015 - now Wealth Advisor @ Morgan Stanley
- 2012 - 2015 Principal @ Kairos Capital Group
- 2005 - 2012 Wealth Management Advisor @ Merrill Lynch
- 2004 - 2005 Finance Associate @ LCG
- 2001 - 2004 Portfolio Trade Administrator @ State Street
Malik Smith Education
- Morehouse College
( Psychology/Business )
Malik Smith Skills
- Uniform Combined State Law
- Series 7
- Mutual Funds
- Asset Allocation
- Series 63
- Investments
- Wealth Management
- Fixed Income
- Equities
- Securities
Malik Smith Summary
Malik Smith, based in Lancaster, MA, US, is currently a Wealth Advisor at Morgan Stanley. Malik Smith brings experience from previous roles at Kairos Capital Group, Merrill Lynch, LCG and State Street. Malik Smith holds a in Psychology/Business @ Morehouse College . With a robust skill set that includes Uniform Combined State Law, Series 7, Mutual Funds, Asset Allocation, Series 63 and more. Malik Smith has 4 emails and 2 mobile phone numbers on RocketReach.
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