Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wasana? Claim Your ProfileWasana Pangan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Wasana has been in the industry since June 2006 and is registered in multiple states. Wasana holds the Series 7, Series 66, and SIE licenses and has been recognized as a specialist in areas such as investment management for individuals and businesses, pension consulting, and portfolio management for pooled investment vehicles. Wasana is also actively involved in providing educational seminars on financial topics. Outside of Merrill Lynch, Wasana is also involved with The Wealth Management Center at Texas McCombs, providing guidance and advising students on wealth management careers.
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
07/03/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUSTIN TX)
BOTH
Issued 06/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2006
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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