Unclaimed
Amar Ramroop is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Amar is also a registered investment advisor with Merrill Lynch. Amar has been in the financial services industry since October 19, 2013. Amar is licensed to provide securities and investment advisory services in Connecticut, Massachusetts, New Jersey, New York, and Texas. Amar has been associated with Merrill Lynch since October 2014. Prior to that, Amar was associated with PURSHE KAPLAN STERLING INVESTMENTS in Albany, New York and VOYA FINANCIAL ADVISORS, INC. in Jersey City, New Jersey.
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
07/28/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
10/03/2014 - 10/04/2014
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
NJ
09/06/2013 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (JERSEY CITY NJ)
BOTH
Issued 08/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2013
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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