Samir Arora (CRD# 7601409) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albany, CA | Jul 2022 - Current | 1 |
| Bank Of America | Richmond, CA | Jun 2021 - Jul 2022 | 1 |
| Bank Of America | Pleasant Hill, CA | Jan 2019 - Jun 2021 | 2 |
| Bank Of America | El Sobrante, CA | Oct 2017 - Jan 2019 | 1 |
| Extended Travel | Amritsar, | May 2017 - Oct 2017 | < 1 |
| Self Employed | Amritsar, | Jan 2005 - Apr 2017 | 12 |
| Dunichand Kahanchand | Amritsar, | Jan 1993 - Apr 2017 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- CA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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