Unclaimed
Abigail Saini is an active advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in NEW YORK, NY. Abigail has been in the industry since 2022 and holds licenses in New Jersey, New York, and Texas. Abigail has extensive experience in the financial services industry, including previous roles with Worth Magazine, Allison+Partners, Bernstein Litowitz Berger and Grossman LLP, and Lululemon. Abigail is also an active member of several professional organizations, including Second Degrees Society, a social networking platform for women.
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
NY
07/11/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BOTH
Issued 01/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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