Selton Carvalho Soares
CRD Number: 7523461Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Selton Carvalho Soares (CRD# 7523461) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stoughton, MA and has 1 year of experience in the finance industry.
CRD# 6319566
Artemis Financial Advisors
CRD# 6794724
Arch Financial Planning, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stoughton, MA | Jan 2022 - Current | 1 |
| Bank Of America, N.a. | Stoughton, MA | Jan 2021 - Current | 2 |
| Self Employed | Framingham, MA | Mar 2019 - Jan 2021 | 1 |
| Olive Garden | Framingham, MA | Jun 2019 - Jul 2020 | 1 |
| Img Empreendimentos | Natal, | Nov 2018 - Mar 2019 | < 1 |
| Teleperformance | Natal, | Apr 2018 - Nov 2018 | < 1 |
| Ifrn - College | Natal, | Jan 2015 - May 2018 | 3 |
| Target Import Export | Natal, | Aug 2017 - Dec 2017 | < 1 |
| High School | Natal, | Jan 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- CT
- TX
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Total Assets Under Management1,093,689MILLIONS
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Total Number of Accounts2,864,234ACCOUNTS
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Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
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