Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lizzette? Claim Your ProfileLizzette E Bobonis roig is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., working out of the Guaynabo, Puerto Rico office. Lizzette E Bobonis roig has been in the industry since June 1997, and has been registered with FINRA since 1997. Lizzette E Bobonis roig is a licensed securities representative and holds the Series 7, Series 63, and Series 66 licenses, as well as the SIE exam. Lizzette E Bobonis roig has previously been registered with Santander Securities, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lizzette E Bobonis roig specializes in providing investment advice to individuals, corporations, and other businesses. She is also a member of the S. B. Boston 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
PR
07/19/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GUAYNABO PR)
PR
02/28/2000 - 12/01/2010
SANTANDER SECURITIES (GUAYNABO PR)
NY
06/25/1997 - 02/28/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1997
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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