Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deepa? Claim Your ProfileDeepa Massand is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in WASHINGTON, DC. Deepa has been a registered representative since 2010 and has a strong track record of success. Deepa holds the Series 7, Series 66 and SIE licenses. Deepa is a member of the firm's team and has a strong understanding of the financial markets. Deepa is dedicated to providing clients with personalized financial advice and investment strategies to help them achieve their financial goals. Deepa provides portfolio management services for individuals, businesses and pension plans. Deepa can help you create a customized financial plan that meets your specific needs.
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
DC
12/07/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
BOTH
Issued 11/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2010
Series 7 - General Securities 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
Not sure Deepa Massand is the right advisor for you? Invested Better is here to help.
