Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Otavio? Claim Your ProfileOtavio Peruzzo is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Lakeland, Florida. Otavio holds licenses in several states including Florida, Texas, Alabama, Connecticut, Georgia, Massachusetts, New Jersey, New York, and Pennsylvania. Otavio is a Series 7, 66, 9, and SIE licensed professional. Otavio has experience in the financial services industry since 2013, with prior experience at Citigroup Global Markets Inc. in Jacksonville, Florida. Otavio specializes in providing financial services to individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and insurance companies.
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
08/20/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAKELAND FL)
FL
04/13/2023 - 07/31/2024
CITIGROUP GLOBAL MARKETS INC. (Jacksonville FL)
BOTH
Issued 08/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/14/2021
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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