Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vionca? Claim Your ProfileVionca Murray-saxon is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Vionca has been in the industry since October 1, 2016. Vionca is licensed to provide investment advisory services in New York and Texas. Vionca has passed the Series 6, 7, 63, and 66 exams. Vionca has experience working with individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.
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
07/08/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MELVILLE NY)
NY
06/02/2021 - 04/19/2024
CITIGROUP GLOBAL MARKETS INC. (Amityville NY)
NY
05/10/2019 - 06/08/2021
J.P. MORGAN SECURITIES LLC (PATCHOGUE NY)
NY
03/09/2018 - 05/14/2019
FIDELITY BROKERAGE SERVICES LLC (LAKE GROVE NY)
NY
09/19/2016 - 03/23/2018
J.P. MORGAN SECURITIES LLC (VALLEY STREAM NY)
BOTH
Issued 06/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2016
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
Not sure Vionca Murray-saxon is the right advisor for you? Invested Better is here to help.
