Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Federici is a financial advisor who has been in the industry since 2007. April is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. April's prior experience includes working with Wells Fargo Advisors, LLC. April has experience in the areas of securities, investment company products, and variable contracts. April has a strong track record of providing investment advice and financial planning services to individuals, businesses, and institutions.
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
08/27/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BROOKSVILLE FL)
FL
07/24/2007 - 04/25/2012
WELLS FARGO ADVISORS, LLC (LUTZ FL)
BOTH
Issued 08/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2024
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2007
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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