Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tristan? Claim Your ProfileTristan Williamson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., working out of the Boston, MA office. Tristan has been in the financial services industry since June 2021 and has a combined state law license and a general securities representative license. Tristan is registered to offer securities in 32 states and offers brokerage and investment advisory services. Tristan's firm is a large firm with approximately $10 billion to $50 billion of assets under management and has a focus on working with high net worth individuals, corporations and institutions.
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
MA
07/28/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
BOTH
Issued 07/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2023
SIE - Securities Industry Essentials 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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