Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Penelope? Claim Your ProfilePenelope Salazar is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Penelope has been in the securities industry for over 18 years and has a proven track record of success. Penelope is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Penelope has a wide range of experience in the financial services industry and is highly knowledgeable about the products and services offered by Merrill Lynch. Penelope has a strong understanding of investment strategies and can help clients create a portfolio that meets their individual needs. Penelope is also a registered investment advisor and can provide investment advice to clients in a variety of areas.
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
CO
07/10/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENWOOD VILLAGE CO)
CO
08/12/2006 - 07/17/2015
UBS FINANCIAL SERVICES INC. (DENVER CO)
CO
12/07/2004 - 08/12/2006
PIPER JAFFRAY & CO. (DENVER CO)
BOTH
Issued 08/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2004
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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