Unclaimed
Danish Anwar is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Danish Anwar is licensed in 53 states and 2 other jurisdictions. Danish Anwar's primary office is located in New York, New York. Danish Anwar has been in the securities industry since 2019. Danish Anwar has 2 principal exams, 2 product exams and 1 state exam. The advisor also has a sole proprietorship, where Danish Anwar performs duties such as open seller account on amazon and list products to sell, and open amazon seller account and sell products on it. The advisor is registered with both the Financial Industry Regulatory Authority (FINRA) and several states.
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
03/01/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BOTH
Issued 02/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/18/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2019
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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