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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anushree? Claim Your ProfileAnushree Dave is a financial advisor currently working for Merrill Lynch, Pierce, Fenner & Smith Inc. Anushree is registered to provide investment advice in 24 states and has been active in the financial industry since 2016. She previously worked at PRUCO SECURITIES, LLC. Anushree holds licenses for Series 6, 7, 63 and 66 and is licensed as an Investment Advisor Representative in California. Anushree provides investment advice to a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Anushree specializes in portfolio management for businesses and individuals, as well as pension consulting and educational seminars. She works out of Merrill Lynch's office in Palo Alto, California.
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
11/06/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALO ALTO CA)
CA
09/21/2016 - 03/01/2017
PRUCO SECURITIES, LLC. (SAN JOSE CA)
BOTH
Issued 11/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2016
Series 6 - Investment Company Products/Variable Contracts 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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