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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Albor is an Investment Advisor Representative at Merrill Lynch, Pierce, Fenner & Smith Inc.. Ricardo is a registered representative in 23 states and the District of Columbia. He has been in the industry since February 14, 2019. Ricardo holds the Series 66, Series 7, and SIE licenses. He has prior experience with Mariva Capital Markets, LLC and Raymond James & Associates, Inc.. Ricardo Albor offers a variety of investment advisory services including Portfolio Management for Businesses, Portfolio Management for Individuals, and Pension Consulting.
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
01/03/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
FL
01/27/2022 - 10/14/2022
MARIVA CAPITAL MARKETS, LLC (MIAMI FL)
FL
12/22/2018 - 02/04/2022
RAYMOND JAMES & ASSOCIATES, INC. (CORAL GABLES FL)
BOTH
Issued 06/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2018
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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