Unclaimed
Aleesha Mundra is a financial professional with over 3 years of experience in the industry. Aleesha is currently registered with Penserra Securities, LLC and holds Series 3, 7TO and 63 licenses. Aleesha was previously registered with Blackrock Execution Services and holds the SIE exam. Aleesha specializes in providing financial guidance and investment services to clients.
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.
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.
1
2
CA
11/28/2023 - Present
Penserra Securities, LLC (ORINDA CA)
CA
02/13/2020 - 05/04/2023
BLACKROCK EXECUTION SERVICES (SAN FRANCISCO CA)
BC
Issued 03/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2021
Series 3 - National Commodity Futures Examination
BC
Issued 02/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
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