Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Magdalena? Claim Your ProfileMagdalena Kleuser heinrich is a registered representative with Bofa Securities, Inc. Magdalena is licensed in California and has been working in the financial services industry since 2014. Magdalena has passed the Series 63, Series 79, SIE, and Series 24 exams. Magdalena was previously registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
CA
05/10/2019 - Present
Bofa Securities, Inc. (PALO ALTO CA)
NY
04/15/2014 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 03/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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