Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Murli? Claim Your ProfileMurli Sujanani is an investment advisor representative, registered with Avantax Advisory Services in El Segundo, California. Murli has been in the industry since April 14, 1986 and holds Series 7, 24, 63 and 65 licenses. Prior to joining Avantax, Murli has worked with Cetera Investment Advisers LLC, Avantax Planning Partners, Inc., First Allied Securities, Inc., Summit Brokerage Services, Inc., Legend Equities Corporation, Investors Capital Corp., J.P. Turner & Company, L.L.C., Associated Securities Corp., Residential Funding Securities Corporation, and Dain Bosworth Incorporated.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
04/23/2024 - Present
Avantax Advisory Services (EL SEGUNDO CA)
CA
01/21/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
01/21/2015 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
CA
03/06/2015 - 12/31/2016
LEGEND EQUITIES CORPORATION (El Segundo CA)
CA
01/21/2015 - 11/08/2016
INVESTORS CAPITAL CORP. (EL SEGUNDO CA)
CA
03/06/2015 - 12/23/2015
J.P. TURNER & COMPANY, L.L.C. (El Segundo CA)
CA
12/19/1990 - 03/27/2009
ASSOCIATED SECURITIES CORP. (EL SEGUNDO CA)
MI
07/18/1990 - 12/21/1990
RESIDENTIAL FUNDING SECURITIES CORPORATION (DETROIT MI)
NA
02/21/1985 - 04/09/1990
DAIN BOSWORTH INCORPORATED
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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