Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sasan? Claim Your ProfileSasan Nikoomanesh is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since 2006. Sasan has experience in a number of financial services firms including UBS Financial Services Inc. and MetLife Securities Inc. Sasan is registered in several states, including California, Texas, and Arizona. Sasan holds the Series 7 and Series 66 licenses. Sasan is a licensed agent in several states, including California and Texas. Sasan is registered as an investment advisor representative in California and Texas. Sasan has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2008. Sasan previously worked at Bank of America.
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
CA
07/28/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WESTLAKE VILLAGE CA)
CA
11/28/2006 - 09/29/2008
UBS FINANCIAL SERVICES INC. (WOODLAND HILLS CA)
CA
09/11/2006 - 10/30/2006
METLIFE SECURITIES INC. (LOS ANGELES CA)
CA
09/11/2006 - 10/30/2006
METROPOLITAN LIFE INSURANCE COMPANY (WESTLAKE VILLAGE CA)
BOTH
Issued 11/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2006
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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