Aristoteles Marin Fermin, financial advisor Orlando FL

Aristoteles Marin Fermin

CRD Number: 7435194
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Aristoteles Marin Fermin (CRD# 7435194) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has 1 year of experience in the finance industry.

Similar Advisors
Peter Abbate, financial advisor Orlando FL
Peter Abbate
CRD# 6127350
Merit Financial Advisors
Similar Advisors
Gregory Abdalla, financial advisor Orlando FL
Gregory H. Abdalla
CRD# 6160017
Securian Financial Services, Inc.
Similar Advisors
Gary Abely, financial advisor Orlando FL
Gary S. Abely
CRD# 2811837
Certified Advisory Corp
Company Name Location Dates Years
Bank Of America, N.a. Orlando, FL Nov 2021 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando, FL Aug 2021 - Current < 1
Bank Of America Orlando, FL Oct 2020 - Aug 2021 < 1
Jp Morgan Chase Lake Mary, FL Feb 2020 - Oct 2020 < 1
Maximum Potential Institute Orlando, FL Jan 2020 - Feb 2020 < 1
Hilton Grand Vacations Orlando, FL Oct 2019 - Dec 2019 < 1
Synchrony Financial Altamonte Springs, FL Sep 2018 - Oct 2019 1
Applebee's Maitland, FL Jul 2018 - Sep 2018 < 1
Soneros Latin Grill Orlando, FL Mar 2018 - Jul 2018 < 1
Mi Querida Colombia Restaurant & Bakery Usa Ocoee, FL Aug 2017 - Jul 2018 < 1
Rc Tax Services Kissimmee, FL Oct 2017 - Apr 2018 < 1
Universidad Central De Venezuela Caracas, Sep 2013 - Jul 2017 3
Colegio Humboldt De Caracas Caracas, Sep 2007 - Aug 2013 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Aristoteles Marin Fermin
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.