Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Menatalla? Claim Your ProfileMenatalla Nada is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Menatalla Nada is a registered investment advisor, and holds a Series 66 license as well as Series 10, Series 9, SIE, and Series 7 licenses. Menatalla Nada has been working in the securities industry since April 15, 2016, and has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2015. Menatalla Nada specializes in providing investment advice to high net worth individuals, businesses, corporations, pension and profit sharing plans, insurance companies, charitable organizations, and state or municipal government entities. Menatalla Nada provides a variety of investment services including portfolio management, financial planning, and pension consulting.
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
07/26/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
MD
11/03/2015 - 02/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BETHESDA MD)
BOTH
Issued 5/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/14/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/3/2015
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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