Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noelle? Claim Your ProfileNoelle Zanetti is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Noelle is licensed in 53 states and the District of Columbia and is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Noelle has been in the securities industry for over 6 years and holds the Series 7, 9, 10, 63, and 66 licenses. Noelle's specializations include investments, retirement planning, and estate planning. Noelle is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
NY
03/30/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BOTH
Issued 03/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/07/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2016
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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