Unclaimed
June Cimino is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been working in the financial services industry since July 25, 2003. June has a wide range of experience working with various clients and has experience in several financial services areas including portfolio management for businesses, portfolio management for individuals, and selection of other advisers. June holds licenses for Series 7, 9, 10, 24, 66, and SIE. June has experience with Citigroup Global Markets Inc., Citicorp Investment Services, IDS Life Insurance Company, American Express Financial Advisors Inc., and J.P. Morgan Securities 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
NY
07/26/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
IL
03/31/2017 - 05/18/2022
CITI PRIVATE ADVISORY, LLC (Chicago IL)
IL
08/10/2015 - 05/18/2022
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
05/16/2014 - 08/05/2015
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
05/29/2007 - 02/14/2013
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
06/24/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (WINNETKA IL)
MN
09/14/2001 - 01/03/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/14/2001 - 01/03/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2001
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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