Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meera? Claim Your ProfileMeera Raman is a financial advisor with over 10 years of experience in the industry. Meera has a Series 7, Series 66, and SIE license, and is currently registered with Morgan Stanley in California and Texas. Meera has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, First Republic Securities Company, LLC, and J.P. MORGAN SECURITIES LLC. Meera provides portfolio management, financial planning, and asset allocation advice to individuals, businesses, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
05/02/2024 - Present
Morgan Stanley (Menlo Park CA)
CA
09/29/2023 - 04/04/2024
J.P. MORGAN SECURITIES LLC (San Francisco CA)
CA
04/13/2021 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)
CA
08/26/2014 - 04/05/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
05/24/2013 - 08/14/2014
WELLS FARGO ADVISORS, LLC (IRVINE CA)
BOTH
Issued 10/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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