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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danitza? Claim Your ProfileDanitza Barrera is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Danitza has been in the industry since 1998 and has a wide range of experience. Danitza holds the Series 63, Series 66, Series 7 and Series 55 licenses, as well as the SIE exam. Danitza specializes in providing financial advice to individuals, businesses and institutions. Danitza is registered to offer investment advice in several states, including New York, Texas, Connecticut and New Jersey.
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
10/28/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
10/02/2012 - 10/04/2012
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NJ
08/17/2005 - 10/08/2010
KNIGHT CAPITAL MARKETS LLC (JERSEY CITY NJ)
NJ
03/31/1997 - 10/08/2010
KNIGHT EQUITY MARKETS, L.P. (JERSEY CITY NJ)
NY
01/20/1995 - 10/20/1995
A. R. BARON & CO., INC. (NEW YORK NY)
NY
12/16/1993 - 10/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 09/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/15/1993
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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