Unclaimed
Jasmine Macias is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Thornton, Colorado. Jasmine holds Series 7TO, Series 66, and SIE licenses and is currently registered with the Financial Industry Regulatory Authority (FINRA). Jasmine has over six years of experience in the financial services industry. Jasmine has been registered with Merrill Lynch since February 2022 and previously worked with Northwestern Mutual Investment Services LLC and First National Bank of Omaha. Jasmine is also a landlord and manages rental properties in Greeley and Evans, Colorado.
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
CO
07/15/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (THORNTON CO)
BOTH
Issued 05/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2023
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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