Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mylene? Claim Your ProfileMylene Suazo Barcelona is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Mylene has been in the industry since 1999, working with Ameriprise Financial Services, Inc., IDS Life Insurance Company and Merrill Lynch, Pierce, Fenner & Smith Inc. Mylene has licenses in Florida and Texas and is registered with the state of Florida as an investment advisor representative. Mylene specializes in providing financial advice to individuals, businesses, and institutions. Mylene is also an active member of the investment community, participating in seminars and conferences.
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
FL
07/31/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOCA RATON FL)
FL
09/07/1999 - 08/06/2015
AMERIPRISE FINANCIAL SERVICES, INC. (CORAL SPRINGS FL)
MN
09/07/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1999
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
Not sure Mylene Barcelona is the right advisor for you? Invested Better is here to help.
