Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dhaarna? Claim Your ProfileDhaarna Mehta is a registered representative at Bofa Securities, Inc., a leading investment firm. Dhaarna has a strong background in the financial services industry, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dhaarna has a wide range of experience in investment banking and holds licenses for Series 63, Series 24, SIE, and Series 79 examinations. Dhaarna is passionate about helping clients achieve their financial goals.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
05/10/2019 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
08/31/2010 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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