Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fataneh? Claim Your ProfileFataneh Geransar is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Fataneh has been in the financial services industry since 1994. Fataneh has a Series 7, Series 6, Series 63, and Series 65 licenses. Fataneh also has experience with Bank of America, N.A., WM Financial Services, Inc., Wells Fargo Securities Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, and Invest Financial Corporation.
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
10/10/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
CA
04/18/2001 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WOODLAND HILLS CA)
CA
05/26/2000 - 04/30/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
07/13/1995 - 03/01/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MA
07/30/1994 - 03/17/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/30/1994 - 03/17/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
WI
10/26/1993 - 07/01/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 03/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1993
Series 6 - Investment Company Products/Variable Contracts 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
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