Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sylvia? Claim Your ProfileSylvia Armendariz is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Sylvia has been in the industry since 2010 and is registered in 25 states to provide investment advice. Sylvia is licensed to provide brokerage services in 25 states. Sylvia is a general partner with a business that sells purses and accessories in Poteet, Texas. Sylvia is also a member of Two Frippin' Aggies LLC which is a rental house business in South Carolina.
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
TX
04/19/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MCALLEN TX)
TX
10/01/2012 - 11/24/2014
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
05/03/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
IA
Issued 04/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2010
Series 6 - Investment Company Products/Variable Contracts 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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