Unclaimed
Carlos Antonio Marranzini is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Miami, Florida. Carlos has been in the securities industry since September 20, 2017. Carlos is also a registered investment advisor representative in Florida and Texas. Carlos is licensed to sell securities in 15 states and holds Series 66, SIE, and Series 7 licenses. Carlos has been employed with Merrill Lynch, Pierce, Fenner & Smith Inc. since June 2017. Carlos has previous experience with Terrabank N.A., TotalBank, and Bank of America, N.A. Carlos is a Registered Representative for Merrill Lynch, Pierce, Fenner & Smith Inc. and is registered to offer services to individuals, businesses, corporations, charitable organizations, insurance companies, pension and profit-sharing 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
FL
10/05/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
BOTH
Issued 11/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2017
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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