Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Muni? Claim Your ProfileMuni Dev Bhambri is a financial advisor registered with Equitable Advisors, LLC. Muni has been in the financial industry since January 1, 2009. Muni has worked at various firms including TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, UBS FINANCIAL SERVICES INC., TRANSAMERICA FINANCIAL ADVISORS, INC and WELLS FARGO ADVISORS, LLC. Muni has a variety of certifications, including Series 6, 7, 63, 65, 66, and 26 licenses, and is licensed in 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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
04/03/2019 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
NC
01/22/2018 - 03/14/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
05/13/2015 - 01/11/2018
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
GA
03/12/2015 - 05/12/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (NORCROSS GA)
FL
12/16/2004 - 03/07/2011
WELLS FARGO ADVISORS, LLC (NAPLES FL)
BOTH
Issued 04/09/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Muni Bhambri is the right advisor for you? Invested Better is here to help.
