Unclaimed
Hector Emmanuel Medina is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Hector Medina has been in the financial services industry since 2019 and has held various positions in a variety of companies including Soleil Communications Inc (dba welk resorts), Big C Corporation and Buffalo Wild Wings. Hector Medina has passed the Uniform Combined State Law Examination (Series 66) in November 2024. Hector Medina is registered to provide securities and investment advisory services in the state of California and Texas.
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.
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CA
01/24/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OAKLAND CA)
Active
Inactive
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