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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raquel? Claim Your ProfileRaquel De Armas Perez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Raquel has been in the industry since 2000. Raquel has been registered with Morgan Stanley since 2010 and with Merrill Lynch since 2000. Raquel has passed the Series 7, Series 9, Series 10 and Series 66 exams. Raquel is registered with the state of Florida, Texas, Virgin Islands, as well as 49 other states and territories. Raquel is a Registered Representative with Merrill Lynch.
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
03/29/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
FL
09/23/2010 - 04/07/2016
MORGAN STANLEY (MIAMI FL)
FL
02/21/2000 - 08/23/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 07/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2000
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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