Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Richard Cuevas is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., having joined the firm in June 2015. Adrian Richard Cuevas has over 16 years of experience in the financial services industry. Adrian Richard Cuevas holds a Series 66, Series 7TO, and SIE license, and is registered with the state of Texas. Adrian Richard Cuevas specializes in investments, insurance, and other financial products and services. Adrian Richard Cuevas has a proven track record of success in providing personalized financial advice to individuals and families. Adrian Richard Cuevas is committed to helping clients achieve their financial goals and build a secure future.
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
06/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUSTIN TX)
BOTH
Issued 06/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2021
SIE - Securities Industry Essentials 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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