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Meena Kallini

Broadridge Business Process Outsourcing, LLC

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About Meena Kallini

Meena Kallini is a Registered Representative with Broadridge Business Process Outsourcing, LLC. Meena has been in the industry since 2014. Meena is licensed with Series 99 and SIE exams. Meena's previous experience includes working with Pershing LLC, Pershing Advisor Solutions LLC, and Broadridge Business Process Outsourcing, LLC.

Firm Information

Meena Kallini is currently registered with Broadridge Business Process Outsourcing, LLC. Broadridge Business Process Outsourcing, LLC is a Limited Liability Company formed in 2001-04-06. The firm is registered in California, Colorado, Illinois, New Jersey, New York, and Texas. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

109

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Meena Kallini’s Registration & Firm History

NJ

04/19/2024 - Present

Broadridge Business Process Outsourcing, LLC (Newark NJ)

NJ

02/01/2023 - 04/17/2024

PERSHING ADVISOR SOLUTIONS LLC (JERSEY CITY NJ)

NJ

11/24/2017 - 04/17/2024

PERSHING LLC (JERSEY CITY NJ)

NJ

04/30/2014 - 01/08/2016

BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2014

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Meena Kallini.
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