![Wendy Greeley, financial advisor Toledo OH](/img/ws/profile-blank-sq.png)
Wendy Greeley (CRD# 2264831) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Toledo, OH and has over 31 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
![David Abalos, financial advisor Toledo OH](/img/ws/profile-blank-sq.png)
CRD# 3016364
Edward Jones
![Nicholas Abalos, financial advisor Toledo OH](/img/ws/profile-blank-sq.png)
CRD# 6107473
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America,n.a. | Perrysburg, OH | Jun 2011 - Current | 13 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Toledo, OH | Jun 1992 - Current | 32 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1992 |
S65 | NASAA Investment Advisors Law Examination | Jun 1994 |
- OH
- 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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