Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita Baltazar is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 10 years of experience in the financial services industry. Anita Baltazar is licensed in 54 states and is actively registered as a broker-dealer and investment advisor. Anita Baltazar specializes in providing a variety of financial services including portfolio management, financial planning, and investment advisory. Anita Baltazar's expertise includes the management of portfolios for individuals, businesses, and pension plans. Anita Baltazar also provides a wide range of educational seminars and resources to her clients. Anita Baltazar is committed to providing her clients with the highest quality financial services and personalized attention.
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
06/26/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
BOTH
Issued 06/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2023
SIE - Securities Industry Essentials 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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