Unclaimed
Maria Bernadette Hamada is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a well-established financial services firm. Maria has been in the financial industry since 2016, and her previous experience includes roles at both J.P. Morgan Securities Inc. and Wells Fargo Bank. Maria holds Series 7, 63, and 66 licenses, demonstrating her commitment to providing comprehensive financial guidance. Her expertise and experience allow her to provide clients with a range of financial services including portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
NJ
02/08/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FLORHAM PARK NJ)
NJ
01/29/2016 - 10/17/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NY
11/22/2004 - 07/03/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 02/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2016
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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