Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anibal? Claim Your ProfileAnibal Miatello is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., based in THE WOODLANDS, TX. Anibal has been in the industry since February 2010, and has experience with a variety of firms including J.P. Morgan Securities LLC, WELLS FARGO CLEARING SERVICES, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Anibal is licensed in multiple states and holds several industry certifications including the Series 6, Series 7, Series 63, Series 66, and SIE.
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
04/29/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (THE WOODLANDS TX)
TX
02/21/2020 - 04/30/2022
J.P. MORGAN SECURITIES LLC (CONROE TX)
TX
01/10/2020 - 01/29/2020
WELLS FARGO CLEARING SERVICES, LLC (THE WOODLANDS TX)
TX
05/18/2016 - 01/23/2020
J.P. MORGAN SECURITIES LLC (CONROE TX)
TX
08/18/2014 - 05/16/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE WOODLANDS TX)
TX
10/01/2012 - 05/28/2014
J.P. MORGAN SECURITIES LLC (THE WOODLANDS TX)
TX
11/16/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (THE WOODLANDS TX)
BOTH
Issued 10/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2009
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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