Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Renteria is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with experience in the industry since 2018. Andrew is registered with FINRA and is licensed to provide securities and investment advisory services in 14 states, including Texas, California, and Florida. Andrew has earned several professional designations and has extensive experience in financial planning, portfolio management, and pension consulting. Andrew is committed to providing personalized service and helping clients achieve their financial goals. Previous to working at Merrill Lynch, Andrew was employed at J.P. Morgan Securities 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
09/01/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOERNE TX)
TX
08/10/2018 - 06/02/2021
J.P. MORGAN SECURITIES LLC (SAN ANTONIO, TX)
BOTH
Issued 8/31/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/6/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/10/2018
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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