Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Camilo? Claim Your ProfileCamilo Andres Burgos-bye is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in New York, NY. Camilo has been in the financial industry since 2020 and is currently registered with FINRA and the state of New York. Prior to joining Merrill Lynch, Camilo worked for J.P. Morgan Securities LLC, Park Avenue Securities LLC and Hudson Financial Group. Camilo holds Series 7TO, SIE and Series 66 licenses and is able to provide a range of financial services, including portfolio management for individuals and businesses, pension consulting and educational seminars. Camilo is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies.
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
01/17/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
11/08/2021 - 08/17/2023
J.P. MORGAN SECURITIES LLC (BRONX NY)
NY
11/25/2020 - 08/18/2021
PARK AVENUE SECURITIES LLC (TARRYTOWN NY)
BOTH
Issued 01/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2020
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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