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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johanna? Claim Your ProfileJohanna A Trujillo is a financial advisor with over 15 years of experience in the financial services industry. Johanna is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously held positions at Morgan Stanley, Deutsche Bank Securities Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Johanna holds multiple licenses and certifications including Series 7, Series 63, Series 66, Series 9 and SIE. Johanna is a specialist in providing portfolio management, financial planning and investment advisory services to a variety of client types, including individuals, corporations, high-net-worth individuals, pension plans, insurance companies, and charitable organizations.
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
01/04/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT LAUDERDALE FL)
FL
01/04/2012 - 04/10/2017
MORGAN STANLEY (PLANTATION FL)
CT
02/09/2010 - 12/01/2010
DEUTSCHE BANK SECURITIES INC. (GREENWICH CT)
NY
06/01/2009 - 03/01/2010
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
11/15/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 11/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 7 - General Securities 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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