Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noah? Claim Your ProfileNoah Acevedo is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in San Antonio, Texas. Noah joined Merrill Lynch in 2009, bringing over 13 years of experience in the financial services industry. Prior to Merrill Lynch, Noah was with BANC OF AMERICA INVESTMENT SERVICES, INC., and BANC ONE SECURITIES CORPORATION. Noah holds Series 6, 7, 63, and 66 licenses. Noah's areas of expertise include portfolio management for individuals and businesses, pension consulting, and research reports and services.
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
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN ANTONIO TX)
TX
09/19/2000 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN ANTONIO TX)
IL
10/22/1996 - 09/05/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 05/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1996
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
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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