Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suhaila? Claim Your ProfileSuhaila Palumbo is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Suhaila is a registered representative and investment advisor representative. Suhaila has been in the financial industry since 2014. Suhaila has passed the Series 66, Series 7 and SIE exams. Suhaila is licensed in 37 states and is a member of FINRA. Suhaila previously worked for Merrill Lynch, Pierce, Fenner & Smith Inc. in Boston, MA. Suhaila also worked for ElleVest in New York, NY. Suhaila is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in New York, NY. Suhaila provides investment advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Suhaila also provides educational seminars and research reports and services. Suhaila is a specialist in providing financial advice to high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and insurance companies.
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
NY
08/19/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
MA
05/19/2014 - 06/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
BOTH
Issued 11/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2014
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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