Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sushant? Claim Your ProfileSushant S Suryagandh is a financial professional with over 10 years of experience in the industry. Sushant is currently registered with Bofa Securities, Inc. in Palo Alto, CA. Prior to joining Bofa Securities, Inc., Sushant was employed at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and WELLS FARGO SECURITIES, LLC. Sushant holds licenses including Series 63, Series 79, Series 24, and SIE.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
CA
05/10/2019 - Present
Bofa Securities, Inc. (PALO ALTO CA)
CA
07/17/2014 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
CA
10/03/2013 - 07/15/2014
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
BC
Issued 10/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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