Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Somphavanh? Claim Your ProfileSomphavanh Inthisane-lovanh is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the financial services industry for 15 years. Somphavanh is a Series 7 and Series 66 licensed professional and holds a Series 63 license. Somphavanh is also licensed in Florida and Texas and holds a securities license in 15 other states. Somphavanh specializes in providing investment advice to individuals, families, and businesses. They also provide financial planning services and offer a variety of investment products and services. Somphavanh has a proven track record of success in the financial services industry and is dedicated to providing their clients with the highest level of service.
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
FL
09/13/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PORT SAINT LUCIE FL)
BOTH
Issued 05/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2018
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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