Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria elena? Claim Your ProfileMaria elena De anda is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Maria elena De anda has been in the industry since April 14, 2008 and is currently registered in 27 states and 1 territory. Maria elena De anda is approved to offer investment advisory services and securities products to clients. Maria elena De anda has passed the Uniform Combined State Law Examination (Series 66), Securities Industry Essentials Examination (SIE) and General Securities Representative Examination (Series 7). Maria elena De anda is also a co-owner of a rental property in San Antonio, Texas. Merrill Lynch, Pierce, Fenner & Smith Inc. is a large firm with over $1 trillion in assets under management. The firm specializes in providing a variety of financial services to individual, institutional, and corporate clients.
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
TX
06/16/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN ANTONIO TX)
BOTH
Issued 06/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2008
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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