Unclaimed
Andres Manjarres is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry for over 8 years and holds licenses for Series 6, 7, 63, and 66. Andres specializes in providing investment advice to individuals, businesses, and institutions. Andres has a strong understanding of the financial markets and a commitment to helping his clients achieve their financial goals.
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
10/03/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WESTON FL)
FL
03/07/2017 - 02/09/2023
WELLS FARGO CLEARING SERVICES, LLC (PEMBROKE PINES FL)
FL
12/19/2014 - 03/16/2016
WELLS FARGO ADVISORS, LLC (PEMBROKE PINES FL)
FL
12/03/2013 - 09/17/2014
J.P. MORGAN SECURITIES LLC (MIRAMAR FL)
BOTH
Issued 01/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2013
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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