Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Serge? Claim Your ProfileSerge Coudert is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Miami, FL. Serge is also a Registered Representative with the firm. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Serge worked at Citigroup Global Markets Inc. and J.P. Morgan Securities LLC. Serge holds several licenses including Series 7, Series 63, Series 66, Series 79, and the SIE exam. Serge's areas of specialization include securities, investment banking, and financial planning. Serge has a strong background in the financial services industry and is dedicated to providing his clients with the highest quality of service.
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
05/20/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
FL
06/16/2023 - 10/12/2023
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
11/18/2013 - 08/10/2016
J.P. MORGAN SECURITIES LLC (MIAMI FL)
BOTH
Issued 05/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/08/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2013
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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