Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lara? Claim Your ProfileLara Hovsepian is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Lara has been in the industry for over 8 years. Lara has licenses to conduct business in 15 states, and is currently registered with FINRA, as well as the states of New Jersey and Texas. Lara holds the Series 7TO, Series 9, Series 10, Series 66, and SIE exams. Lara specializes in providing financial and investment advisory services to individuals, corporations, insurance companies, charitable organizations, pension plans and high-net-worth clients.
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
11/24/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORTH BERGEN NJ)
BOTH
Issued 09/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/06/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2019
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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