Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Gilmartin March is an active investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Veronica has been in the securities industry since 1991. She has passed the Series 63, 65, 66, 7 and SIE exams, as well as obtained licenses in 53 states. Veronica is a highly experienced advisor who offers portfolio management, selection of other advisors, performance measurement reports, allocation modeling, IPS, and research reports and services.
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
NC
06/13/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
NY
03/08/2010 - 08/05/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/24/2009 - 02/11/2010
MIDWOOD SECURITIES, INC. (NEW YORK NY)
NY
12/01/2005 - 10/03/2007
LEGG MASON INVESTOR SERVICES, LLC (NEW YORK NY)
NY
10/07/1997 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
11/17/1995 - 09/02/1997
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
MA
12/11/1989 - 10/04/1995
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NA
03/24/1987 - 04/07/1990
DREXEL BURNHAM LAMBERT INCORPORATED
IL
12/20/1988 - 12/13/1989
RODMAN & RENSHAW INC. (CHICAGO IL)
NA
05/18/1988 - 10/05/1988
GRUNTAL & CO. INCORPORATED
BOTH
Issued 01/27/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/04/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2016
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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