Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aric? Claim Your ProfileAric Dambreville is a financial advisor who has been working in the financial industry since 2016. Aric is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and is licensed to provide financial services in North Carolina and Texas. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. Aric was a financial advisor at WELLS FARGO CLEARING SERVICES, LLC. and METLIFE INVESTORS DISTRIBUTION COMPANY. Aric holds licenses in Series 6, 7, 63, and 66. Aric's primary business is in providing financial planning, portfolio management, and investment advice to individuals, corporations, and charitable organizations.
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
NY
11/01/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NC
03/22/2019 - 10/29/2019
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
04/07/2017 - 08/06/2018
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
09/17/2015 - 02/17/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
BOTH
Issued 04/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2015
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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