Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Ferrer is a registered investment advisor representative with over 20 years of experience in the financial services industry. Angel is currently affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. and is registered in Florida and Texas. Prior to joining Merrill Lynch, Angel was employed by Citi Private Advisory, LLC, Citigroup Global Markets Inc., Wells Fargo Advisors, LLC, Wachovia Securities, LLC, Banc of America Investment Services, Inc. and Donaldson, Lufkin & Jenrette Securities Corporation. Angel is qualified to provide investment advice to a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Angel has a strong track record of providing personalized investment advice and strategies that are tailored to meet the individual needs of clients.
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
04/28/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORAL GABLES FL)
FL
04/07/2017 - 04/20/2022
CITI PRIVATE ADVISORY, LLC (MIAMI FL)
FL
01/06/2010 - 04/20/2022
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
12/03/2007 - 12/14/2009
WELLS FARGO ADVISORS, LLC (MIAMI FL)
MO
10/03/2003 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MA
02/14/2001 - 09/26/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NJ
08/29/2000 - 11/27/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 07/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2000
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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