Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Cabrera is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Patricia is based in Miami, Florida and has been in the industry since 2006. Patricia has a broad range of experience working with individuals, high net worth individuals, families, businesses, pension and profit sharing plans, charitable organizations and insurance companies. Patricia is also a volunteer with the Florida Guardian Ad Litem program. Patricia is committed to providing clients with personalized financial advice and investment strategies.
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
10/29/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
CA
12/05/2017 - 09/26/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
06/10/2005 - 04/04/2006
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NY
12/10/1992 - 06/16/2003
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 05/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1993
Series 3 - National Commodity Futures 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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