His passion is to build enduring client relationships thru outstanding guidance & service. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Merrill believes the future is bullish, even in the most unpredictable of markets. The information contained here does not constitute a public offering or distribution of securities in Brazil and no registration or filing with respect to any securities or financial products available on the Sites has been made with Commisao de Valores Mobiliarios. Secondary Market Equity Transactions . Client agrees that it and any of its Authorized Persons shall comply with this Agreement, applicable laws, rules, regulations, ordinances and other similar national and international requirements of the country, state and province in which you are accessing and using the Sites. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation ("Investment Banking Affiliates"), including, in the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp., both of which are registered broker-dealers and members of SIPC, and, in other jurisdictions, by locally registered entities. Some or all alternative investments may not be suitable for certain investors. - a current combined balance, provided that you enroll at the time you open your first eligible personal checking account and satisfy the balance requirement at the end of at least one day within 30 days of opening that account. Access to the Sites is by invitation only to professional investors as defined in article 31 of CONSOB regulation no. 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The Sites are made available with the understanding that Users will make investment decisions for their own account with the conditions set out in d?cret no. For mobile and online orders only, includes free standard shipping, Mortgage origination fee reduction or Interest rate reduction on new purchase or refinance mortgage5 Eligibility to enroll is generally available three or more business days after the end of the calendar month in which you satisfy the requirements. Once I enroll in Preferred Rewards as a Diamond or Diamond Honors tier member, how long until I will be able to access lifestyle benefits? He has enjoyed great success in the highly specialized area of board-controlled/fiduciary-responsible asset mgmt. The Lifestyle benefits are provided by third party vendors not affiliated with Bank of America. Watch our video to learn more. 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Indicative valuations may vary significantly from indicative valuations available from other sources. If your card receives the 10% customer bonus, the Preferred Rewards bonus will replace the 10% customer bonus. You are leaving Bank of Americas website and being redirected to FINRA's BrokerCheck. When you work with SY FINANCIAL GROUP, you benefit from the experience and knowledge weve gained from working with many institutions across the nation. 98-880 dated 1st October, 1998. Merrill Lynch Wealth Management on Thursday told its 14,000-plus advisors that it is keeping their grid hurdles, payouts and growth requirements unchanged in 2021 in recognition of the tough . The maximum rates charged for the Merrill Lynch Fee Rate are 2.20% of AUM for accounts below $5 million and 2.00% of is 1.75%. Not a Merrill client? Learn how Merrill advisor can help you pursue your goals. The Merrill Wealth Management Team Financial Advisor (TFA) engages in: Developing a book of business in order to meet and exceed the required performance hurdles. Theres no fee to join and once you do, activating your benefits is easy.Contact your advisor or Sign in to MyMerrilland choose My Rewards from the Rewards and Benefits Tab to see if you qualify. Programs, rates, terms and conditions are subject to change without notice. Ouvidoria Bank of America Merrill Lynch1| DDG: 0800 886 2000 | email: [email protected] IN NO EVENT WILL Bank of America, ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, CONTRACTORS OR OTHER SUPPLIERS BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY PUNITIVE, INCIDENTAL, CONSEQUENTIAL, SPECIAL OR SIMILAR DAMAGES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. NMLS #518460. Merrill can help your organization make decisions that are appropriate for its needs and goals. Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC. Despite this focus, it is possible to open a Merrill Lynch account as a self-directed or non-discretionary managed account. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation ("Investment Banking Affiliates"), including, in the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp., both of which are registered as broker-dealers and Members of SIPC, and, in other jurisdictions, by locally registered entities. II. a current combined balance, provided that you enroll at the time you open your first eligible personal checking account and satisfy the balance requirement at the end of at least one day within 30 days of opening that account. Merrill Lynch Wealth Management. Client acknowledges and agrees that Client and/or its Authorized Persons may access the Sites through the World Wide Web or other Internet service which is not necessarily secure, and Bank of America does not warrant that such system is secure. While Bank of America and its Affiliates believe that this Account Information will be accurate at the time of access and/or downloading by Client, this information may have certain technical flaws, typographical errors or other inaccuracies. Bank of America Private Bank clients qualify to enroll in the Diamond tier, and may qualify for the Diamond Honors tier based on their qualifying Bank of America, Merrill, and Private Bank balances. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Access to the Sites is by invitation only to professional investors. *Other fees may apply.Sales of ETFs are subject to a transaction fee of between$0.01 and$0.03 per$1,000 of principal. This account has a lot to offer, yet there are also a few drawbacks to keep in mind. Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. 2019 Bank of America Corporation. Your agreement for the use of this Site is with the Hong Kong branch of Bank of America, N.A. Any disclaimers, restrictions, disclosure or hedge clauses apply to any partial document or material in the same manner as they do to the whole, and will be deemed incorporated in the portion of any material or document that you consult or download. If you know of someone who would benefit from a relationship with us, send them an email. Merrill Private Wealth Management is a division of MLPF&S that offers a . MLPF&S is a registered broker-dealer, registered investment advisor, Member SIPC and a wholly owned subsidiary of BofA Corp. Youll have access to our lifestyle benefits premium offers, experiences and services curated across luxury categories including travel, style, wine, sports, personal services, automotive and more. In addition to the annual program fee, the expenses of the investments will vary based on the specific funds within each portfolio. You will not receive the Preferred Rewards bonus when you redeem your Cash Rewards or Points. The Preferred Rewards bonus for eligible cash rewards credit cards will be applied after all base and bonus cash rewards have been calculated on a purchase. After enrollment you must maintain the three-month combined average daily balance to stay in the program.Refer to your Personal Schedule of Fees for details on accounts that qualify towards the combined balance calculation and receive program benefits, available atbankofamerica.com/fees. Message and data rates may apply. Standard underwriting guidelines and credit policies apply. Benefit is non-transferable. You hereby consent and submit to jurisdiction in the Federal or state courts of the State of New York, U.S.A. You hereby irrevocably waive your rights to a jury trial. Our team will make your priorities their own so you can focus more on your business. Other fees may apply*. Exclusive access to unique experiences and premium offers9, Merrill Guided Investing annual program fee discount10 Make the most of our relationship with premium benefits that take you further. Ray Sheedy grew up in Carroll County MD. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Balances include your combined, qualifying Bank of America deposit accounts (such as checking, savings, certificate of deposit) and/or your Merrill investment accounts (such as Cash Management Accounts, 529 Plans). Terms and fulfillment of the offers is the responsibility of the third party vendor and not of Bank of America. GCB offers institutions solutions designed to help increase cash flow, streamline benefits plans and expand geographically. To enroll in MyMerrill, visit www.mymerrill.com. : +91 22 6632 8000. Customers were given the opportunity to evaluate various loyalty programs: in total around 20,000 evaluations were collected. 8 Visit bankofamerica.com/preferred-rewards for a list of no-fee banking services. Access to the Sites is by invitation only to professional market parties as defined in the Dutch Securities Transactions Supervision Act 1995. Bank of America Corporation does not have banking affiliates, branches or bank representative offices in any other jurisdiction in Latin America. And affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of,. Merrill believes the future is bullish, even in the most unpredictable of markets can help pursue. 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