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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 Melo is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Johanna has been in the industry since 2020 and has a broad range of experience in the financial services industry. Johanna is a Series 66, Series 7TO and SIE licensed professional. Johanna has a long history of providing financial advice to individuals, businesses, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities. Johanna is committed to providing personalized financial advice and helping clients achieve their financial goals.
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
08/20/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
FL
06/29/2021 - 08/02/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 10/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2020
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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