Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Maestre is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Coral Gables, Florida. Isaac has been in the financial services industry since 2012 and holds several licenses and certifications, including Series 6, 7, 63, and 65. Isaac is registered to provide investment advice in multiple states including Florida, Texas, Maryland, North Carolina and Pennsylvania. Prior to joining Merrill Lynch, Isaac worked at Charles Schwab & Co., Inc. and CETERA Investment Services LLC.
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
09/21/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORAL GABLES FL)
FL
12/16/2015 - 09/28/2022
CHARLES SCHWAB & CO., INC. (Coral Gables FL)
FL
03/28/2015 - 11/24/2015
CETERA INVESTMENT SERVICES LLC (MIAMI FL)
FL
11/20/2012 - 04/17/2013
J.P. MORGAN SECURITIES LLC (MIAMI FL)
IA
Issued 03/31/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2012
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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