Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adolfo? Claim Your ProfileAdolfo Estrella is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. with over 3 years of experience in the securities industry. Adolfo Estrella is registered to provide investment advice in Arkansas, Colorado, Florida, Idaho, Louisiana, New Mexico, Oklahoma and Texas. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. in 2017, Adolfo Estrella was registered with LPL FINANCIAL LLC. Adolfo Estrella holds a Series 7 and Series 66 securities license, as well as the Securities Industry Essentials Examination (SIE). Adolfo Estrella provides portfolio management for individuals and businesses. Adolfo Estrella also offers a variety of other services including performance measurement reports, allocation modeling, investment policy statements, research reports and services, selection of other advisors and educational seminars.
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
11/06/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN ANTONIO TX)
TX
08/25/2014 - 06/01/2017
LPL FINANCIAL LLC (MCALLEN TX)
BOTH
Issued 7/1/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/1/2017
SIE - Securities Industry Essentials Examination
BC
Issued 8/25/2014
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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