Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Aguayo is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Francisco is licensed in several states, including California, Texas, Arizona, Florida, Nevada, Oregon, and Washington. He is also an investment advisor representative. Francisco's experience includes working in the financial services industry since 2016. He has been employed by Merrill Lynch, Pierce, Fenner & Smith Inc. since 2018. Francisco has a variety of experience in the financial services industry including working as a financial advisor and as a customer service representative. He has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Francisco has several specializations, including insurance, fixed income, mutual funds, annuities, and other investments.
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
CA
05/16/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CARLSBAD CA)
BOTH
Issued 03/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2020
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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