Unclaimed
Romil Menon is a Financial Advisor with Moelis & Co. LLC. Romil is a Series 7, 79, and SIE licensed professional. Romil joined Moelis & Co. LLC on July 18, 2023. Romil is currently located at the firm's San Francisco, CA branch office.
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.
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.
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2
CA
07/18/2023 - Present
Moelis & Co. LLC (SAN FRANCISCO CA)
BC
Issued 08/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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