Fabiola Louis-Jean
CRD Number: 7386754Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Fabiola Louis-Jean (CRD# 7386754) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saugus, MA and has over 2 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Lynn, MA | Aug 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lynnfield, MA | May 2021 - Current | 2 |
| Amazon Inc. | Medford, MA | Jun 2018 - Current | 5 |
| Bank Of America | Malden, MA | Sep 2019 - May 2021 | 1 |
| Compass Working Capital | Boston, MA | Feb 2021 - Mar 2021 | < 1 |
| The Guild For Human Services | Concord, MA | Jan 2019 - Dec 2020 | 1 |
| Market Source / Dyson | Everett, MA | Oct 2018 - Sep 2019 | < 1 |
| Unemployed | Malden, MA | Nov 2017 - May 2018 | < 1 |
| Unibank - Haiti | Port-au-prince, | Mar 2017 - Oct 2017 | < 1 |
| The Bank Of Nova Scotia | Port-au-prince, | Mar 2006 - Feb 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- CT
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- 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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