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Fernando G

Series 66

Goleta, CA

Merrill

Fernando Gonzalez Sanchez is a financial advisor with Merrill based in Goleta, CA. He holds a Series 66 designation and has been with Merrill since 2018. Prior to his current role, he worked at Bank of America, N.A., Phoenix Retail, and Sears Holdings Company among other positions. Merrill and its affiliate Managed Account Advisors LLC provide managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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