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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Narvetta? Claim Your ProfileNarvetta Gipson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Narvetta has been in the industry since 1993 and is registered with the Securities and Exchange Commission as an Investment Advisor Representative. Narvetta is licensed to provide financial advice in 33 states and has a variety of certifications, including the Series 7, Series 63, and Series 66 exams. Narvetta has a strong background in providing financial advice to individuals and businesses, as well as experience in portfolio management. Narvetta is also a Mary Kay Independent Beauty Consultant.
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
03/08/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
BOTH
Issued 12/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1993
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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