Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abanti? Claim Your ProfileAbanti Pakrasi is a financial advisor with over 20 years of experience in the industry. Abanti is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has held previous roles at Citigroup Global Markets Inc. and Bank of America, N.A. Abanti specializes in providing investment advisory services to individuals, businesses, pension plans, and charitable organizations. Abanti has a broad range of experience, including providing investment management services, financial planning, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/19/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALO ALTO CA)
FL
03/22/2002 - 12/05/2008
CITIGROUP GLOBAL MARKETS INC. (MELBOURNE FL)
BC
Issued 04/11/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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