Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parag? Claim Your ProfileParag Adhyaru is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Parag has been in the industry since 2003 and is licensed to offer investment advice in several states. Parag's experience includes roles at Euro Pacific Capital, Inc., Transamerica Capital, Inc., and Cook Technology. Parag is also the owner of a sole proprietorship which allows TV/Film Production companies use of their home as a filming location.
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
08/23/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Jacksonville FL)
FL
01/05/2009 - 09/15/2010
EURO PACIFIC CAPITAL, INC. (NORTH PALM BEACH FL)
CO
06/19/2008 - 12/23/2008
TRANSAMERICA CAPITAL, INC. (DENVER CO)
FL
09/19/2002 - 07/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BC
Issued 10/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2024
Series 4 - Registered Options Principal Examination
BC
Issued 04/26/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2016
Series 7 - General Securities 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
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