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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shomir? Claim Your ProfileShomir Mukherjee is a registered investment advisor representative with Western International Securities, Inc. Shomir has been in the industry since May 10, 2000. Shomir is licensed in California and Texas and is a Series 7, Series 66, and SIE licensed representative. Previously, Shomir was employed by Citigroup Global Markets Inc. and CitiCorp Investment Services. Shomir Mukherjee provides financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
A percentage of the total value of assets under management is charged.
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CA
09/02/2020 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
05/29/2007 - 02/28/2015
CITIGROUP GLOBAL MARKETS INC. (TARZANA CA)
CA
11/29/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (CANOOGA PARK CA)
NY
03/09/2001 - 12/03/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
03/16/2000 - 01/11/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 03/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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