Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maritza? Claim Your ProfileMaritza Delia Camilo is an active investment advisor representative and registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Maritza has been in the securities industry since February 1, 1995 and has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since February 17, 1994. Maritza is registered in 42 states and the District of Columbia. Maritza has passed the Series 7, Series 63, and Series 65 exams. Maritza specializes in portfolio management for individuals and businesses, and provides a variety of advisory services, including research reports and services, IPS development, performance measurement reports, allocation modeling, and selection of other advisers. Maritza's previous employment history includes positions at A. G. Edwards & Sons, Inc. and Prudential Securities 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.
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
03/22/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALO ALTO CA)
MO
04/15/1999 - 01/18/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/11/1997 - 10/22/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/17/1994 - 05/13/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1994
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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