Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Boriss? Claim Your ProfileBoriss Bikosvili is an investment advisor representative for Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with approximately $10 billion - $50 billion in assets under management. Boriss has been in the financial services industry since 2013 and has a broad range of experience working for different firms. Boriss also holds the Series 7 and Series 66 securities licenses. Boriss's primary focus is on serving high-net-worth individuals, corporations and businesses, charitable organizations, and pension and profit-sharing plans.
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
05/02/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MILL VALLEY CA)
CA
09/18/2018 - 07/15/2022
J.P. MORGAN SECURITIES LLC (TIBURON CA)
CA
01/13/2017 - 09/20/2018
TD AMERITRADE, INC. (CORTE MADERA CA)
CA
10/02/2015 - 01/09/2017
E*TRADE SECURITIES LLC (SAN FRANCISCO CA)
CA
10/14/2014 - 10/08/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN RAFAEL CA)
CA
10/29/2013 - 09/04/2014
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
11/30/2012 - 06/24/2013
SECURIAN FINANCIAL SERVICES, INC. (SAN MATEO CA)
BOTH
Issued 07/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Boriss Bikosvili is the right advisor for you? Invested Better is here to help.
