Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Armando? Claim Your ProfileArmando Echeveste is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in San Antonio, Texas. Armando joined Merrill Lynch in December 2022, bringing with them experience from J.P. Morgan Securities LLC. Armando has been in the financial services industry since August 2022. Armando holds Series 7, 63 and 66 licenses, and is registered in Arkansas, Colorado, Florida, Louisiana, New Mexico, Oklahoma, and Texas. Armando Echeveste specializes in providing investment advice to individuals, corporations, 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
TX
03/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN ANTONIO TX)
TX
08/23/2022 - 01/03/2023
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
BOTH
Issued 3/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 7/11/2022
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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