Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Verrastro is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Jacksonville, Florida. Alex has been in the financial services industry since 2013 and has experience with individual investors, businesses, charitable organizations, and pension plans. Alex is licensed in Florida and has other state registrations for securities and investment advisory services. Alex's firm, Merrill Lynch, Pierce, Fenner & Smith Inc., provides a range of services, including portfolio management, financial planning, research, 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
FL
07/13/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
FL
05/11/2015 - 02/05/2016
SAGEPOINT FINANCIAL, INC. (PONTE VEDRA BEACH FL)
FL
10/13/2014 - 01/30/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
06/05/2012 - 09/10/2014
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 01/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/16/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2012
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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