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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 Lisojo is a financial advisor affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc.. Ricardo is registered to provide investment advice in 54 states and jurisdictions. Ricardo has been a registered representative in the securities industry since December 2018 and has experience providing financial advice to individuals, corporations, and other business entities. The firm primarily provides financial advice and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Ricardo is registered to provide both securities and investment advisory services in New Jersey.
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
NJ
02/21/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SUMMIT NJ)
BOTH
Issued 02/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/03/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2018
SIE - Securities Industry Essentials 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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