Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tehran? Claim Your ProfileTehran Stokes is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tehran has been active in the securities industry since 2020 and is licensed to offer investment advice and securities products in 53 states and jurisdictions. Tehran has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, Illinois, and currently works from the firm's Houston, Texas location.
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
TX
12/21/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated (HOUSTON TX)
IL
01/16/2020 - 09/20/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 2/8/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/2/2019
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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