Ajmal Hakeemi

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-01-29

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chandler	AZ	12/2015	01/2017
Bank Of America, N.A.	Chandler	AZ	12/2015	01/2017
Wells Fargo Bank, Na	Tempe	AZ	01/2017	09/2018
Wells Fargo Clearing Services, Llc	Tempe	AZ	01/2017	09/2018
John Hancock	Tempe	AZ	10/2018	03/2020
John Hancock Funds, Inc.	Boston	MA	10/2018	03/2020
John Hancock Advisers, Llc	Boston	MA	11/2018	03/2020
First Financial Wealth Management, Llc	Scottsdale	AZ	04/2020	06/2021
Charles Schwab & Co., Inc.	Phoenix	AZ	07/2021	Present
Schwab Wealth Advisory Inc.	Phoenix	AZ	01/2026	Present

12/2015 → 01/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
12/2015 → 01/2017

Bank Of America, N.A.

Chandler, AZ
01/2017 → 09/2018

Wells Fargo Bank, Na

Tempe, AZ
01/2017 → 09/2018

Wells Fargo Clearing Services, Llc

Tempe, AZ
10/2018 → 03/2020

John Hancock

Tempe, AZ
10/2018 → 03/2020

John Hancock Funds, Inc.

Boston, MA
11/2018 → 03/2020

John Hancock Advisers, Llc

Boston, MA
04/2020 → 06/2021

First Financial Wealth Management, Llc

Scottsdale, AZ
07/2021 → Present

Charles Schwab & Co., Inc.

Phoenix, AZ
01/2026 → Present

Schwab Wealth Advisory Inc.

Phoenix, AZ

2020-05-20 → 2021-07-15

First Financial Wealth Management

Scottsdale, AZ
2018-11-08 → 2020-03-06

John Hancock Investment Management Llc

Boston, MA

Boston, MA

Tempe, AZ
2018-10-19 → 2018-11-08

Manulife Investment Management (Us) Llc

Tempe, AZ

Boston, MA
2017-02-17 → 2018-09-25

Wells Fargo Clearing Services, Llc

Tempe, AZ

Scottsdale, AZ

Scottsdale, AZ
2016-02-24 → 2017-02-09

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-02-23

Other Firms