Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ram? Claim Your ProfileRam Avadyaev is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Ram has been in the industry for over 10 years and has a wide range of experience in the financial services industry. Ram holds both Series 63 and 66 licenses. Ram has worked with a variety of clients including individuals, corporations, and institutions. Ram is also a registered investment advisor in the state of Texas. Ram's specializations include Portfolio Management for Individuals and Businesses. Ram is committed to providing clients with personalized financial advice and investment strategies to meet their individual needs.
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
NY
06/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BROOKLYN NY)
NY
02/19/2020 - 12/18/2020
NYLIFE SECURITIES LLC (REGO PARK NY)
NY
12/02/2016 - 02/28/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
12/18/2015 - 12/06/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (NEW YORK NY)
NY
11/05/2013 - 10/06/2014
ESSEX NATIONAL SECURITIES, LLC (BROOKLYN NY)
NY
08/24/2012 - 11/25/2013
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
09/28/2010 - 08/14/2012
LPL FINANCIAL LLC (STATEN ISLAND NY)
NY
10/16/2008 - 08/07/2009
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NY
07/21/2008 - 10/15/2008
WAMU INVESTMENTS, INC. (BROOKLYN NY)
BOTH
Issued 04/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2008
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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