Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sehr? Claim Your ProfileSehr Kayani is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with experience in the industry since 2013. Kayani provides a range of advisory services to individuals, businesses, and institutional clients, including portfolio management, financial planning, and pension consulting. Kayani is also a registered representative with FINRA and is licensed to offer securities in 53 states and jurisdictions, as well as an Investment Advisor Representative in Texas. Previous to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Kayani worked as a financial advisor for UBS Financial Services Inc. and Northwestern Mutual Investment Services, LLC.
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
TX
09/12/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
DC
07/15/2015 - 09/11/2023
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
DC
11/01/2013 - 07/10/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WASHINGTON DC)
IA
Issued 04/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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