Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shweta? Claim Your ProfileShweta Jain is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. She is a registered representative and investment advisor representative in Illinois and Texas. Shweta has been in the financial services industry since February 2022. She holds the Series 7, 66 and SIE licenses. Shweta has a diverse client base that includes individuals, high net worth individuals, corporations, charitable organizations and pension and profit-sharing plans. She specializes in providing a range of financial services including portfolio management, investment advisory services, and financial planning. In addition to her work at Merrill Lynch, Shweta is also a general partner and managing member of Visage Ventures LLC, a limited liability company focused on real estate investment.
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
NY
06/28/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BOTH
Issued 04/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2021
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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