Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felix? Claim Your ProfileFelix Becker is a financial advisor with over 5 years of experience in the industry. Felix is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has a Series 7TO, Series 66 and SIE licenses. Felix has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since February 2022. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Felix was employed with WELLS FARGO CLEARING SERVICES, LLC. Felix has experience providing advisory services to individuals, high-net-worth individuals, corporations, trusts, and pension plans.
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
FL
04/13/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BONITA SPRINGS FL)
FL
07/16/2021 - 02/04/2022
WELLS FARGO CLEARING SERVICES, LLC (FORT MYERS FL)
BOTH
Issued 08/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/11/2021
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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