Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wigberto? Claim Your ProfileWigberto Astacio is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Wigberto has been in the financial services industry since 2014. Wigberto is licensed to provide financial advice in Arizona, California, Florida, Nevada, New Jersey, New York, Oregon, Texas, and Washington. Wigberto's firm, Merrill Lynch, Pierce, Fenner & Smith Inc., is a large financial services firm with over $1 trillion in assets under management. The firm offers a wide range of financial products and services, including investment management, financial planning, and retirement planning.
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
CA
04/20/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
CA
09/22/2022 - 03/27/2023
MML INVESTORS SERVICES, LLC (Los Angeles CA)
MO
04/21/2022 - 06/21/2022
EDWARD JONES (ST. LOUIS MO)
CA
01/23/2020 - 01/23/2022
PRINCIPAL SECURITIES, INC. (COSTA MESA CA)
NJ
04/29/2016 - 01/21/2019
ADP BROKER-DEALER, INC. (ROSELAND NJ)
CA
06/04/2014 - 03/26/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
IA
Issued 06/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2014
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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