Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you S? Claim Your ProfileS Eduardo Belloso is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a well-established firm with a significant presence in the financial services industry. S Eduardo Belloso has been active in the financial industry since 1991. S Eduardo Belloso has a strong background in securities and investments, having held various positions at prominent firms over the years, including UBS Financial Services Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. S Eduardo Belloso has a diverse range of experience and expertise, serving clients across various segments. S Eduardo Belloso offers a comprehensive suite of services, including portfolio management, financial planning, and pension consulting. S Eduardo Belloso is committed to providing high-quality advice and services to clients, helping them achieve their financial goals.
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
CA
07/18/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
CA
03/31/2011 - 08/10/2016
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
CA
06/01/2009 - 04/11/2011
MORGAN STANLEY SMITH BARNEY (SAN DIEGO CA)
CA
01/11/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
CA
04/26/2005 - 01/23/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CENTURY CITY CA)
NY
02/14/2003 - 04/07/2005
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
08/04/1994 - 02/18/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/17/1994 - 06/29/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
10/02/1990 - 01/15/1992
CITICORP FINANCIAL SERVICES,INC.
VA
11/29/1989 - 05/11/1990
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
10/19/1988 - 06/12/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
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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