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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miriam? Claim Your ProfileMiriam Yarlim Alvarez martinez is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. in THE WOODLANDS, TX. Miriam has been in the financial services industry since June 2, 2020. Miriam has passed the Series 66, Series 7TO and SIE exams. Miriam is currently registered with FINRA and in the states of Arkansas, Colorado, Florida, Louisiana, Minnesota, New Mexico, North Carolina, Oklahoma, Texas, and Washington. Miriam specializes in working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, insurance companies, state or municipal government entities, and banking or thrift institutions.
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
09/17/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (THE WOODLANDS TX)
BOTH
Issued 09/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2020
SIE - Securities Industry Essentials 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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