Unclaimed
Sasha Geneva Howard is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Sasha is a registered representative in Maryland and Texas. Sasha has over 2 years of experience in the financial services industry and is a Series 66, Series 7TO, and SIE licensed holder. Sasha is registered to provide securities and investment advisory services in Delaware, District of Columbia, Florida, Maryland, New Jersey, New York, Pennsylvania, Texas, Virginia, and West Virginia. Sasha has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since August 2021. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Sasha worked at Bank of America N.A.
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
MD
01/16/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BALTIMORE MD)
BOTH
Issued 11/7/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 3/21/2023
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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