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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniela? Claim Your ProfileDaniela Larrotta bonilla is a financial advisor affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniela has been in the financial services industry since December 2021 and holds multiple licenses and certifications, including the Series 7, 66, and 63 exams. Daniela currently services individuals, high-net-worth individuals, corporations, and other businesses. She is a Registered Representative and Investment Advisor Representative in the state of Florida, licensed to offer securities and investment advisory services. Daniela has a background in the healthcare industry, with experience in healthcare operations and library services. Daniela's goal is to provide her clients with comprehensive financial advice and guidance, helping them to achieve their financial goals.
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
11/12/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLEARWATER FL)
BOTH
Issued 8/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/7/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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