Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Faith? Claim Your ProfileFaith Saragossi is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Lynbrook, New York. Faith is licensed to provide investment advice in the state of New York. Faith Saragossi has been in the financial industry since February 2022. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. Faith was employed by MORGAN STANLEY in Garden City, New York and Equitable Advisors, LLC in Woodbury, New York. Faith has passed the Series 66, Series 7TO, and SIE exams.
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
08/01/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LYNBROOK NY)
NY
04/26/2022 - 05/21/2024
MORGAN STANLEY (Garden City NY)
NY
12/02/2021 - 03/04/2022
EQUITABLE ADVISORS, LLC (WOODBURY NY)
BOTH
Issued 01/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/12/2021
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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