Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anil? Claim Your ProfileAnil Kapoor is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Anil is a registered representative in Michigan and Texas, and is also an investment advisor representative in Michigan and Texas. Anil has been in the industry since September 27, 2012. Anil has passed the Series 7, Series 9, Series 10, Series 31, Series 66, and SIE exams. Anil is also a member of the Salvation Army Echelon Board. Anil offers a wide range of services, including portfolio management, financial planning, investment advice, and retirement planning.
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
MI
11/14/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FARMINGTON HILLS MI)
VA
11/30/2012 - 11/25/2013
MORGAN STANLEY (MCLEAN VA)
VA
09/07/2012 - 11/08/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
BOTH
Issued 12/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/29/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/2012
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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