Iorio Altamirano LLP represents clients throughout the nation, including, but not limited to, those in the following localities: Atlanta, Austin, Baltimore, Boston, Charlotte, Chicago, Cincinnati, Cleveland, Dallas–Fort Worth, Denver, Detroit, Honolulu, Houston, Los Angeles, Miami, New York City, Philadelphia, Phoenix, Pittsburgh, Portland, San Bernardino-Riverside, San Diego, San Francisco, Seattle, St. Louis, Tampa–St. As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the intellectual capital of Merrill, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Bank of America’s (NYSE: BAC) Merrill Lynch Wealth Management sent out a memo to its more than 17,000 financial advisors across the country on June 8. Petersburg, and Washington, D.C. UBS Ordered to Pay $90,000 to Yield Enhancement Strategy Customer, Former Merrill Lynch Financial Advisor, Rawad Roy Alame, Suspended by FINRA for Selling Away. Merrill Lynch and Edward Jones are two major financial firms in the full-service arena that have been around for decades. The advisors found Ameriprise’s extensive technology suite enables them to … Between February 2019 and July 2019, Mr. Alame recommended and executed 36 transactions in options securities in the account held away from Merrill Lynch. Phil Scott, Merrill Lynch Advisor: Helping High Net Worth Clients Achieve Financial Confidence As a seasoned wealth management advisor at Merrill Lynch, Phil Scott provides high net worth individuals and clients the world-class services to achieve a more successful financial future. The unit includes Merrill Lynch, Merrill Edge and a private bank. 9 Signs You Nailed the Interview ; 8 Questions You Should Absolutely Ask An Interviewer; New On Glassdoor; Best … Merrill Lynch Financial Advisor reviews: Advisors. Please contact the advisor for additional information on fees. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Creating a better financial future for women. You should consult your legal and/or tax advisors before making any financial decisions. Merrill Lynch Financial Advisor Development Program Interviews; Interview Tips; 50 Most Common Interview Questions; How To Follow Up After an Interview (With Templates!) FINRA has suspended financial advisor Rawad Roy Alame (CRD #5376696) from the securities industry for six months, fined $5,000, and ordered him to pay $2,700 to a former client. Iorio Altamirano LLP is a boutique law firm located in the heart of New York City. About With 21 years of banking, insurance and financial experience, I have joined Merrill Lynch Wealth Management. Help us keep your information up-to-date. … Brokerage firms must also establish and maintain a reasonably designed system to oversee account activity, such as private securities transactions, to ensure compliance with securities laws and industry regulations. Brian Truscott joined the firm in Houston on Nov. 27, according to … As a seasoned wealth management advisor at Merrill Lynch, Phil Scott provides high net worth individuals and clients the world-class services to achieve a more successful financial future.. August Iorio can be reached at august@ia-law.com or toll-free at (855) 430-4010 for a free and confidential review of your account. 1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. Do You Know About the Spousal Social Security Benefit? Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. The contact form sends information by non-encrypted email, which is not secure. Cameron Athy is a financial advisor based in Elmhurst, Illinois, with 17 years of experience as a financial advisor. Merrill employs over 14,000 financial advisors and manages $2.3 trillion in client assets. The typical Merrill Lynch Team Financial Advisor salary is $53,209. If you have lost money with Rawad Roy Alame or Merrill Lynch, contact New York securities arbitration lawyer August Iorio of Iorio Altamirano LLP. Remember to check your email for a link to download our free guide, How to Choose a Financial Advisor. Adept at meeting clients needs responding to questions in a concise and timely manner and monitoring client accounts. Here For You During COVID-19 UBS continues to recruit productive, seasoned advisors from rivals when it spies opportunities. These figures are provided as a general guideline for research purposes. Stay sharp with senior focused financial articles. Neugebauer holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Meet your local Merrill Financial Solutions Advisor on the phone or at a Bank of America financial center, or call us 24/7 at 888.637.3343. Merrill Lynch Financial Advisor Development Program (FADP) Reviews. This is a list of the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. Cameron Athy is a financial advisor based in Elmhurst, Illinois, with 17 years of experience as a financial advisor. Stay away from Marriott Lynch. Financial security doesn’t happen overnight. Merrill, legally Merrill Lynch, Pierce, Fenner & Smith Incorporated and previously branded as Merrill Lynch, is an American investing and wealth management division of Bank of America. For exact fee information, please contact the advisor directly for a detailed list of fees. Stay sharp with seniorfocused financial articles. Where is my investment? 3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc. 4 Trust and fiduciary services are provided by Bank of America Private Bank. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals. The firm by deducting the expense from the gross recovery of any security or investment strategy the registered investment firm. A contact form, text message, or accounting advice in client.! 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