Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kamerie? Claim Your ProfileKamerie Larsen is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 20 years of experience in the industry. She is a Registered Representative and Investment Advisor Representative with a broad range of product knowledge and experience serving the needs of individuals, businesses, and institutions. Kamerie has previously held positions with Wells Fargo Clearing Services, LLC and Bank of America Investment Services, Inc. She is committed to providing her clients with personalized financial advice and helping them 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
CA
03/23/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SANTA CLARITA CA)
CA
02/03/2022 - 03/09/2023
WELLS FARGO CLEARING SERVICES, LLC (VALENCIA CA)
CA
01/03/2011 - 11/10/2021
WELLS FARGO CLEARING SERVICES, LLC (VALENCIA CA)
CA
11/05/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (VALENCIA CA)
CA
10/06/2006 - 05/11/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (ENCINO CA)
CA
11/21/2000 - 02/15/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (VALENCIA CA)
MA
06/20/2000 - 10/18/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 12/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2000
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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