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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debbie? Claim Your ProfileDebbie Elizabeth Merlos is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Debbie Elizabeth Merlos is also an Investment Advisor Representative in Texas and Maryland. Debbie Elizabeth Merlos has been in the industry for 11 years, and has passed several exams including the General Securities Representative Examination, the Securities Industry Essentials Examination and the Uniform Combined State Law Examination. Debbie Elizabeth Merlos offers a variety of services, including financial planning, pension consulting, educational seminars and portfolio management. Debbie Elizabeth Merlos is also a registered representative for Merrill Lynch, Pierce, Fenner & Smith Inc. and has offices in Beltsville, Maryland.
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
MD
09/15/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BELTSVILLE MD)
BOTH
Issued 07/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2022
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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