Danieh
Kasar
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Danieh Kasar is a financial advisor based in Oak Brook, Illinois, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Danieh has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Tcf National Bank, Tcf Bank, College Of Dupage, Benedictine University, Pnc Bank, H&R Block, Inc, Raymond James Financial Services, Inc, and Raymond James Financial Services Advisors, Inc. Danieh has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Danieh is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Oak Brook, Illinois. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 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. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
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
Danieh Kasar Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Pnc Bank
H&R Block, Inc
Benedictine University
College Of Dupage
Tcf National Bank
Tcf Bank
College Of Dupage
Disclosures
Please visit the SEC profile of Danieh Kasar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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