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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arjun? Claim Your ProfileArjun Deepak Saran is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over $1 trillion in assets under management. Arjun is registered to offer securities and investment advice in Texas and is also registered to provide investment advice in Arkansas, Colorado, Florida, Louisiana, New Mexico, New York, Oklahoma, and Texas. Arjun has previously worked at UBS Financial Services Inc. Arjun has been in the financial services industry for over 5 years and has experience working with individuals, corporations, and businesses. Arjun is a graduate of the University of Southern 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
TX
07/17/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
NJ
05/24/2022 - 06/12/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 07/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/11/2022
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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