Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xavier? Claim Your ProfileXavier Serrano is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Xavier has been in the securities industry since August 2024. Xavier has passed the Uniform Combined State Law Examination. Xavier Serrano's office is located in Fort Worth, TX, and is also registered with the state of Texas. Merrill Lynch, Pierce, Fenner & Smith Inc. manages over $1 trillion dollars in assets for their clients. The firm is headquartered in New York, NY. The firm is also registered with the state of Texas. Merrill Lynch, Pierce, Fenner & Smith Inc. offers a variety of services to their clients, including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. The firm's clients include individuals, businesses, high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit sharing plans, corporations, state and municipal government entities, and other investment 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.
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NY
12/18/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
Active
Inactive
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