Preeti Shah Tandon is an investment adviser representative (IAR) with state registration records since 2009, appearing at 6 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-11-04 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2022-04-22 | 2024-10-16 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2014-11-25 | 2022-03-22 | — |
| CITIZENS SECURITIES, INC. | 2014-05-13 | 2014-11-11 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2010-06-22 | 2013-09-24 | — |
| WELLS FARGO INVESTMENTS, LLC | 2009-09-21 | 2010-06-23 | — |