Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manesha? Claim Your ProfileManesha Lakhiani is a financial advisor who has been in the industry since 1995. She currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. in Charlotte, North Carolina. Manesha has a broad range of experience, having worked previously for Prudential Investment Management Services LLC, Deutsche Bank Securities Inc., DB Alex. Brown LLC, and NYLIFE Distributors Inc. Her prior roles have taken her to New York, New Jersey, Maryland and Baltimore. Manesha has extensive experience in the industry and is registered in numerous states including Florida, New Jersey, Texas and North Carolina.
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
FL
01/10/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALM BEACH FL)
NJ
11/04/2003 - 08/18/2006
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
01/13/2001 - 09/05/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
06/08/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NJ
07/14/1994 - 04/23/1999
NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)
BOTH
Issued 02/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1994
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
Not sure Manesha Lakhiani is the right advisor for you? Invested Better is here to help.
