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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ulysses? Claim Your ProfileUlysses Myers has been an active investment professional since 1992. Ulysses is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc., and is also registered as an investment advisor in Alabama and Texas. Ulysses has held Series 7, 63, and 65 securities licenses, as well as a Series 31 license for futures managed funds. Ulysses has 29 state registrations, including in Alabama, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Missouri, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Ulysses has been employed with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1992 and Bank of America, N.A. since 2009. Ulysses works with a variety of clients, including individuals, high-net-worth individuals, corporations, and retirement plans. Ulysses provides advisory services such as portfolio management for individuals and businesses, as well as research reports and services, and selection of other advisors.
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
AL
07/22/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BIRMINGHAM AL)
IA
Issued 10/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/25/1992
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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