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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard J Jevarjian is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Richard has been in the industry for over two years and has a Series 7TO, Series 66 and SIE. Richard's previous experience includes time with Equitable Advisors, LLC, where he served as a Registered Representative. Richard is a graduate of Michigan State University. Richard works with a wide range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Richard's current location is at Merrill Lynch, Pierce, Fenner & Smith Inc.'s branch office in Auburn Hills, Michigan.
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
MI
06/23/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUBURN HILLS MI)
MI
10/24/2020 - 11/05/2021
EQUITABLE ADVISORS, LLC (TROY MI)
BOTH
Issued 12/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2020
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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