Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anshul? Claim Your ProfileAnshul Kumar Sharma is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Anshul has been in the industry since 2000 and is registered with the states of Connecticut, New York and Texas. Anshul has a wide range of experience in the financial services industry, having worked with UST Securities Corp. and E*TRADE PROFESSIONAL TRADING, LLC. Anshul has a strong track record of providing financial advice to individual and corporate clients. Anshul's specializations include investments in equities, fixed income, mutual funds and options. Anshul has a deep understanding of the financial markets and is committed to providing personalized financial advice to help clients meet their goals.
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
02/22/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
08/30/2006 - 03/06/2008
UST SECURITIES CORP. (NEW YORK NY)
NY
06/02/2005 - 06/14/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/17/2000 - 02/17/2004
E*TRADE PROFESSIONAL TRADING, LLC (NEW YORK NY)
BOTH
Issued 12/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2000
Series 55 - Limited Representative-Equity Trader Exam
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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