Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alia? Claim Your ProfileAlia Davariar is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Alia has been in the industry since 2019. Alia Davariar is registered in 53 states for both securities and investment advisory services. Alia Davariar holds the Series 7, 9, 10, and 66 licenses. Alia Davariar also holds the SIE exam. Alia Davariar specializes in providing services to insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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
10/16/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN JOSE CA)
BOTH
Issued 08/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2019
SIE - Securities Industry Essentials 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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