Alfredo seirotti – financial advisor – merrill edge

A: Financial Solutions Advisors are licensed investment professionals, trained to Merrill Edge’s exacting standards. Hawaii business brokers They’re ready to offer advice and guidance help you pursue your financial goals.

A: They can provide advice and guidance on investments while considering your current holdings, timing, risk tolerance, liquidity needs and financial circumstances.


Business brokers georgia This strategy can include investment recommendations from Merrill Edge ® as well as banking solutions from Bank of America ®.

A: Your meeting is a chance for you and the Financial Solutions Advisor to get to know one another and decide if a financial relationship makes sense. City business brokers To get the most out of the meeting, you should be prepared to answer questions about what’s going on in your life today and your goals for the future. Sunbelt business brokers chicago The more you’re able to share, the more effective the Financial Solutions Advisor can be in recommending investment choices. Brevard business brokers It would also be helpful to have relevant documents handy, such as: income statements (W-2 forms, pay stubs, tax documents), bank statements, investment statements, 401(k) statements and a list of your monthly expenses.

A: We will check in every six months to help you stay on track. Pro business brokers This will give you a chance to review your progress and adjust if there are changes in your life or in the market. Business brokers ny Of course, you can always reach out if you have questions or need specific advice and guidance.

A: Yes. Business brokers alabama With one login, you can view and instantly transfer money online from your Bank of America bank accounts to your Merrill Edge ® investment accounts. Business brokers jacksonville florida Footnote 1 Plus, your Merrill Edge investment balances can help you qualify for Bank of America Preferred Rewards. Cre business brokers If you’re already a Preferred Rewards member, your balances can help you reach the next tier of benefits. Business brokers massachusetts Footnote 2

1 Certain banking and brokerage accounts may be ineligible for real-time money movement, including but not limited to transfers to/from bank IRAs (CD, Money Market), 529s, SafeBalance Banking ®, Credit Cards and transfers from IRAs, Loans (HELOC, LOC, Mortgage) and accounts held in the military bank. International business brokers Accounts eligible for real-time transfers will be displayed online in the to/from drop-down menu on the transfer screen.

2 You are eligible to enroll in the Preferred Rewards program if you have an active, eligible Bank of America ® personal checking account and maintain a three-month average combined balance in your qualifying Bank of America ® deposit accounts and/or your qualifying Merrill Edge ® and Merrill Lynch ® investment accounts of at least $20,000 for the Gold tier, $50,000 for the Platinum tier or $100,000 for the Platinum Honors tier. Sunbelt business brokers The combined balance is calculated based on your average daily balance for a three-calendar-month period. Business brokers california SafeBalance Banking ® accounts do not count toward the account or balance requirements, and do not receive the fee waivers and other benefits of the program. Business brokers orlando Certain benefits are also available without enrolling in Preferred Rewards if you satisfy balance and other requirements.