Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bianca? Claim Your ProfileBianca Batilaran is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over 27,000 registered representatives serving over 16,000 clients with approximately $10 billion to $50 billion in assets under management. Bianca has been working in the industry since August 2020. Bianca has a combined total of 7 approved securities registrations with FINRA and the states, including Illinois, Texas and 48 other states. Bianca has passed Series 7TO, SIE and Series 66 exams. Bianca has a wide range of experience providing investment advisory services for high-net-worth individuals, corporations, individuals, insurance companies, charitable organizations, pension plans, and state or municipal government entities.
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
IL
10/02/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
10/30/2020 - 08/15/2022
MORGAN STANLEY (Oak Brook IL)
IL
07/15/2020 - 11/04/2020
FIFTH THIRD SECURITIES, INC. (ORLAND PARK IL)
BOTH
Issued 09/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2019
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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