Joni AbalosCRD Number: 2700256
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Joni Abalos (CRD# 2700256) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 25 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Bank Of America, Na||Stafford, TX||Dec 2009 - Current||12|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Stafford, TX||Dec 1992 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1996|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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