Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virgilio? Claim Your ProfileVirgilio Namnum is a financial advisor with over 15 years of experience in the industry. Virgilio currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. Previously, Virgilio worked at Truist Investment Services, Inc., Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., Citigroup Global Markets Inc. and Citicorp Investment Services. Virgilio holds licenses for Series 6, 7, 26, 63, and 65 securities exams. Virgilio is registered to provide investment advice in 18 states.
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
FL
08/20/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PLANTATION FL)
FL
08/20/2019 - 05/03/2023
TRUIST INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
FL
11/17/2014 - 08/20/2019
WELLS FARGO CLEARING SERVICES, LLC (WESTON FL)
FL
10/01/2012 - 09/17/2014
J.P. MORGAN SECURITIES LLC (AVENTURA FL)
FL
04/29/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AVENTURA FL)
FL
05/29/2007 - 05/13/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
04/04/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
IA
Issued 11/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2006
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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