Nisha jhaveri biography pdf
Nisha
Jhaveri
Merrill Lynch, Pierce, Fenner & Smith Inc
CRD#
Investment Advisor
in Greenwich, CT
About this Advisor
Nisha Jhaveri is a financial advisor based in Greenwich, Connecticut, working with Merrill Lynch, Pierce, Fenner & Smith Inc.
Nisha has previously held positions at Citi Bank N.A, Citibank N.A, Fidelity Investments, Citigroup, Bank Of America, N.A, and Merrill Lynch, Pierce, Fenner & Smith Inc. Nisha has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and Texas.
Currently, Nisha is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Greenwich, Connecticut. The firm has 3, offices and 34, employees. The firm manages assets totaling $ trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services.
Nisha jhaveri biography in hindi Experience: Merrill Lynch Wealth Management · Education: Guru Nanak Khalsa College · Location: Greenwich · connections on LinkedIn. View Nisha Jhaveri, CRPC™’s profile on LinkedIn, a.The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Series 63, Series 65
Services Offered
Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other
Fee Structure
Percentage of Assets, Fixed Fees, Commissions
Not sure which advisor is right for you?
Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor.
Based on that information, we match you with financial advisors near you who suit your needs.
Nisha jhaveri biography in english NISHA AMISH JHAVERI (CRD# ) The report summary provides an overview of the representative's professional background and conduct. The information contained in this report has been provided by the representative, investment adviser and/or securities firms, and/or securities.Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
Total Assets Under Management
$1,,,,
CT Average: $7,,,
Total Number of Employees
34,
CT Average: 88
Total Number of Accounts
2,,
CT Average: 3,
Average Account Size
$,
CT Average: $1,,
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Nisha Jhaveri Work History
- Present (3 years)
Bank Of America, N.A
- Present (3 years)
Merrill Lynch, Pierce, Fenner & Smith Inc
- (2 years)
Citigroup
- (1 year)
Fidelity Investments
- (4 years)
Citibank N.A
- (1 year)
Citi Bank N.A
State Registrations
Nisha is registered in the following states:
Disclosures
Please visit the SEC profile of Nisha Jhaveri to learn whether or not they have any disclosures.
It is important to do your due diligence when looking for an advisor.
Office Location
Merrill Lynch, Pierce, Fenner & Smith Inc2 Pickwick Plz
Greenwich, CT See more firms in Connecticut
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Katelyn Gallagher
Scottsdale, AZ
Christopher Payton
Hunt Valley, MD
Laura Smith
Washington, DC
Jonathan Yocum
Saint Paul, MN
Joshua Leu
Pasadena, CA
Nicole Giovanniello
New York, NY
Jack Cambon
Redding, CA
Alexander Knapp
Towson, MD
Learn more about
Merrill Lynch, Pierce, Fenner & Smith Inc
The content in this profile was updated by SmartAsset on 6/19/ All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content.
We are unable to make individual profile updates.
Nisha jhaveri biography View Nisha Jhaveri’s profile on LinkedIn, a professional community of 1 billion members. Strategy, Operations & Business Development Executive. Financial Industry.If you want your profile removed temporarily or permanently, please contact profile-compliance
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm.
Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors.
SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
Nisha jhaveri biography wikipedia
View Nisha Jhaveri’s profile on LinkedIn, a professional community of 1 billion members. Strategy, Operations & Business Development Executive. Financial Industry.This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.