Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charu? Claim Your ProfileCharu Chandna is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since August 2020. Charu is registered in 53 states and the District of Columbia, as well as in Texas and New Jersey for investment advisory services. Charu specializes in providing financial advice to individuals and businesses. Charu is also a registered representative of Bank of America, N.A. In her prior role, she was an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. in Pennington, NJ starting in 2019. Charu holds the Series 66, Series 7TO, and SIE licenses. Merrill Lynch, Pierce, Fenner & Smith Inc. manages approximately $10 billion - $50 billion in assets, provides financial planning, portfolio management, and other advisory services to various client types including individuals, businesses, high-net-worth individuals, insurance companies, 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
NJ
10/14/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
BOTH
Issued 10/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2020
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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