Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Premlata? Claim Your ProfilePremlata Manoj Heryani is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Premlata has been in the securities industry since 2021 and has held previous roles at Wells Fargo Clearing Services, LLC, and J.P. Morgan Securities LLC. Premlata is licensed in Alabama, Florida, Georgia, North Carolina, South Carolina, Tennessee, and Texas. Premlata is dedicated to providing financial advice and services 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.
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
GA
03/27/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DULUTH GA)
GA
03/30/2022 - 02/27/2024
WELLS FARGO CLEARING SERVICES, LLC (SUWANEE GA)
GA
04/26/2021 - 02/06/2022
J.P. MORGAN SECURITIES LLC (Dacula GA)
BOTH
Issued 05/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2019
SIE - Securities Industry Essentials 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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