Herbert
Medrano
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Herbert Medrano is a financial advisor based in Anaheim, California, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Herbert has previously held positions at Wells Fargo Bank, N.A, Wells Fargo Clearing Services, LLC, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Sole Proprietor, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Herbert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Herbert is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Anaheim, California. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Herbert Medrano Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Sole Proprietor
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, N.A
Disclosures
Please visit the SEC profile of Herbert Medrano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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