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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amoreli? Claim Your ProfileAmoreli Ronquillo is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over $1 trillion in assets under management. Amoreli has been in the industry since 2003 and is registered with FINRA and the state of Colorado to provide investment advice. Amoreli has a wide range of experience working with various client types, including high-net-worth individuals, corporations, and pension plans. Amoreli is a licensed securities agent and investment advisor, holding Series 7, 6, 63, and 65 licenses.
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
CO
07/14/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LONE TREE CO)
CO
06/23/2009 - 07/02/2012
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
VA
04/07/2004 - 03/03/2009
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
GA
01/18/2002 - 03/10/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
10/25/2001 - 12/18/2001
AXA ADVISORS, LLC (NEW YORK NY)
MO
12/21/2000 - 04/02/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 05/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2000
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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