Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfredo? Claim Your ProfileAlfredo Lelo de larrea is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in HOUSTON, TX. Alfredo has been in the industry since 2009. Alfredo is licensed to provide investment advice in 19 states and is registered with FINRA and the state of Texas. Alfredo has also been registered with Citigroup Global Markets Inc., ING Investment Management Services LLC and CITI PRIVATE ADVISORY, LLC.
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
06/21/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
03/31/2017 - 06/20/2023
CITI PRIVATE ADVISORY, LLC (Houston TX)
TX
11/22/2011 - 06/20/2023
CITIGROUP GLOBAL MARKETS INC. (Houston TX)
NY
09/05/2005 - 06/25/2008
ING INVESTMENT MANAGEMENT SERVICES LLC (NEW YORK NY)
BOTH
Issued 03/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/02/2005
Series 6 - Investment Company Products/Variable Contracts 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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