Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vivek? Claim Your ProfileVivek Sharma is a registered representative with Equitable Advisors, LLC, a firm with over 5,000 registered representatives and advisors. Vivek has been in the securities industry since May 2019. Vivek is registered to provide investment advisory services in Arizona, California, Illinois, Indiana, Mississippi, New Jersey, New Mexico, New York, Pennsylvania, Texas, and Virginia. Vivek is also registered with FINRA as a general securities representative. Vivek's professional experience includes working with Merrill Lynch and Bank of America. Vivek has a strong understanding of the financial markets and is committed to providing personalized financial advice to help clients achieve their goals.
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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NJ
12/07/2022 - Present
Equitable Advisors, LLC (WOODBRIDGE NJ)
NJ
05/02/2019 - 12/08/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
BOTH
Issued 06/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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