Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Esther? Claim Your ProfileEsther Owoola is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Esther has been in the securities industry for over 10 years. Esther has Series 7, 63, and 66 licenses, and is registered in 19 states. Esther specializes in providing portfolio management for individuals and businesses. Esther also offers investment advice to insurance companies, charitable organizations, pension and profit sharing plans, and corporations. Esther has experience working with high net worth individuals, and individuals other than high net worth. Esther is also registered as an Investment Advisor Representative in Texas and Tennessee. Esther is currently located in Memphis, TN.
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
TN
04/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MEMPHIS TN)
BOTH
Issued 02/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2022
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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