Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alberto? Claim Your ProfileAlberto Molina is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Alberto has been in the industry since 2018 and has a broad range of experience. Alberto is registered with both the Broker-Dealer and Investment Adviser Associations, and holds the Series 7TO, SIE, and Series 66 licenses. Alberto is also registered with the State of Arizona, California, Colorado, Florida, Kansas, Nevada, New Mexico, Oregon, Texas, Utah, Virginia, and Washington. Alberto's experience and qualifications make him well-suited to provide a wide range of financial services to clients.
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
AZ
04/15/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TUCSON AZ)
BOTH
Issued 2/6/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/26/2018
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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