Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-11-17
NY RA APPROVED 2021-04-19
TX RA APPROVED_RES 1995-07-11
  • CA RA
    APPROVED
    Since 2023-11-17
  • NY RA
    APPROVED
    Since 2021-04-19
  • TX RA
    APPROVED_RES
    Since 1995-07-11

Branch Locations

50 Fountain Plz, Buffalo, NY 14202 • United States

Buckeye, AZ • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 06/1995 Present
Bank Of America, N.A. Buffalo NY 07/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-07-26
S63 Uniform Securities Agent State Law Examination 1988-12-28
  • S65 Uniform Investment Adviser Law Examination
    1995-07-26
  • S63 Uniform Securities Agent State Law Examination
    1988-12-28
Other Names
  • Marty Zaklikowski

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Buffalo, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor