Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Camille? Claim Your ProfileCamille Forde is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. located in WHITE PLAINS, NY. Camille is a financial professional with over 7 years of experience in the industry. Camille has a strong track record of providing personalized financial advice to individuals, families, and businesses. Camille is committed to helping her clients reach their financial goals and has the expertise to help clients with various financial needs. Camille is a Series 66, Series 7 and Series 63 licensed individual. Camille previously worked at J.P. MORGAN SECURITIES LLC and RBC CAPITAL MARKETS, LLC.
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
05/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WHITE PLAINS NY)
NY
10/27/2020 - 05/12/2023
J.P. MORGAN SECURITIES LLC (SCARSDALE NY)
NY
12/02/2016 - 11/03/2020
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
08/27/2016 - 12/01/2016
MAXIM GROUP LLC (NEW YORK NY)
BOTH
Issued 02/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2016
Series 7 - General Securities 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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