Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edythe? Claim Your ProfileEdythe Marie De marco is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Edythe has been working in the financial industry since January 1982 and has a broad range of experience, holding registrations in several states. Edythe has passed both state and product exams, including Series 63, Series 65, Series 7, Series 5, Series 31, and the SIE exam. Edythe works with a variety of clients, including individuals, high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. In addition to providing portfolio management services, Edythe can also assist clients with performance measurement reports, allocation modeling, IPS, research reports and services, and selection of other advisers. Edythe is committed to providing her clients with the highest level of service and personalized advice.
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
RI
08/03/2001 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PROVIDENCE RI)
IA
Issued 08/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1983
Series 5 - Interest Rate Options Examination
BC
Issued 01/16/1982
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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