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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parker? Claim Your ProfileParker Foltz is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Scottsdale, Arizona. Parker has been in the industry since August 2015 and has a wide range of experience serving clients in various sectors, including individuals, corporations, and charitable organizations. Parker is dedicated to providing clients with tailored financial advice and investment strategies to help them achieve their financial goals. Parker holds a Series 7 and Series 66 licenses, and a Series 65 license. Parker is registered to offer investment advice and securities products in 53 states and the District of Columbia. Parker has also been an active advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. for over 8 years.
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
AZ
02/23/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SCOTTSDALE AZ)
AZ
08/20/2015 - 01/15/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
IA
Issued 03/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2015
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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