Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Cantoral is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Melissa is based in New York, NY, and has been in the financial services industry for over 10 years. She is registered to provide investment advice in New York, Texas and 50 other states. Melissa has a wide range of experience in financial services and has a strong track record of success.
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
NY
09/29/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
12/03/2013 - 08/25/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 05/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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