Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graciela? Claim Your ProfileGraciela Selva is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Graciela has been in the securities industry since May 3, 2000. Her current location is the Walnut Creek, CA branch office. Graciela holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Graciela has worked for Merrill Lynch for over a decade and has also held positions with BANC OF AMERICA INVESTMENT SERVICES, INC. and BA INVESTMENT SERVICES, INC. Graciela is able to provide portfolio management for businesses and individuals, as well as pension consulting and educational seminars.
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
03/29/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WALNUT CREEK CA)
CA
10/23/2009 - 08/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKLAND CA)
CA
10/13/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (OAKLAND CA)
MA
07/12/1999 - 05/31/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
05/07/1997 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BC
Issued 05/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1997
Series 6 - Investment Company Products/Variable Contracts 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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