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Bank of America Merrill Lynch






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“I recently took a class with Greico Financial Training Institute at my company and it was an amazing experience. My instructor, James Greico himself was an incredible teacher. I do not know I could have passed without their help”

Morgan Stanley Associate



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Welcome to the Bank of America Merril Lynch Page

Welcome to the Greico Financial Training Institute Bank of America Merrill Lynch web page! James J. Greico (our founder and CEO) began his professional career at Merrill Lynch and is very committed to ensuring that our Bank of America Merrill Lynch associates have the tools necessary to succeed on their licensing exams and professional career. On this page, you will find information about private tutoring options, custom corporate courses, securities licensing textbooks and registration for your organization.

Private Tutoring

For over 17 years, Greico Financial Training Institute has worked directly with Bank of America Merrill Lynch to provide superior securities licensing private training throughout the United States. Majority of our instructors and operations are based out of New York City or Tampa Bay Offices, however, we do often provide training services nationwide.

Corporate Courses

Greico Financial Training Institute has conduced numerous securities licensing courses for Bank of America Merrill Lynch classes across the United States (our acclaimed Series 7 class appears to be the most popular among Merrill Lynch associates). We would be happy to arrange securities licensing courses at your facility.

Easy Ordering Solutions

If you are a registration manager for a Bank of America Merrill Lynch branch looking to utilize Greico services, please visit our registration manager website. Though we are a registered vendor for Bank of America Merrill Lynch, separate branches typically have their own ordering procedures.

I am a candidate from Bank of America, Merrill Lynch. What now?

If you are Bank of America Merrill Lynch associate interested in purchasing our comprehensive materials or attending our courses (link to pdf about our courses), you may do so using the Greico website or contacting your registration manager. To have your company order materials on your behalf, please contact your branch registration or compliance manager. If for some reason, Greico Financial Training is not a registered vendor for your particular branch (each branch has separate ordering procedures), please provide your registration manager with the following information (click here, pdf to download about opening an account) about opening an account with Greico Financial Training Institute We look forward to continue our strong relationship with you esteemed organization and helping your candidates succeed on their securities licensing exams and professional career