Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandro? Claim Your ProfileSandro Odima Aristil is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., serving clients in Charlotte, NC and surrounding areas. Sandro has been in the financial industry since 2008 and is registered with both FINRA and the state of North Carolina. Sandro has a wide range of experience in financial planning, investment management, and retirement planning. Sandro is committed to helping clients achieve their financial goals through a personalized approach.
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
NC
10/16/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Charlotte NC)
FL
11/19/2004 - 08/11/2014
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
10/13/2006 - 06/04/2007
HERITAGE FUND DISTRIBUTORS INC. (ST. PETERSBURG FL)
BOTH
Issued 07/30/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2005
Series 4 - Registered Options Principal Examination
BC
Issued 06/25/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 03/18/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/23/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/30/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2004
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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