Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharam? Claim Your ProfileSharam Pavri is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., located in SAN FRANCISCO, CA. Sharam has been in the industry since 2017 and has been registered with FINRA since 2017. Sharam holds the Series 7, Series 66 and SIE licenses. Sharam previously worked at J.P. MORGAN SECURITIES LLC and MORGAN STANLEY. Sharam's firm, Merrill Lynch, Pierce, Fenner & Smith Inc., is headquartered in NEW YORK, NY and has over 12500 licensed agents and over 27997 registered representatives.
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
04/12/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
11/05/2018 - 04/13/2023
J.P. MORGAN SECURITIES LLC (CUPERTINO CA)
CA
10/18/2017 - 11/12/2018
MORGAN STANLEY (SAN JOSE CA)
BOTH
Issued 11/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2017
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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