Timothy
Anema
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Timothy Anema is a financial advisor based in Carlsbad, California, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Timothy has previously held positions at Associate Staffing, Morgan Stanley, Taverna Costale, Extended Travel, Door Dash, Grub Hub, The Roxy Encinitas, Pf Changs, Nicks In Manhattan Beach, Chilis Bar And Grill, Lyft, Uber, Great American Volleyball, Chilis, Central Loan Administration And Reporting (Cenlar), Power Home Remodeling Group, Wharfside Patio Bar And Grill, University Of San Diego, Nail Polis Inc, Timothy Anema Fitness, Rideshare Creations LLC, Ta Property Consulting, Partial Unemployment (Covid-Related), Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Timothy has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Timothy is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Carlsbad, 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
Services Offered
Fee Structure
Office Location
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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
Timothy Anema Work History
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Associate Staffing
Morgan Stanley
Taverna Costale
Nail Polis Inc
Timothy Anema Fitness
Extended Travel
Door Dash
Grub Hub
Pf Changs
The Roxy Encinitas
Nicks In Manhattan Beach
The Roxy Encinitas
Pf Changs
Partial Unemployment (Covid-Related)
Pf Changs
University Of San Diego
Lyft
Uber
Great American Volleyball
Chilis Bar And Grill
Lyft
Uber
Rideshare Creations LLC
Chilis Bar And Grill
Uber
Lyft
Chilis
Central Loan Administration And Reporting (Cenlar)
Power Home Remodeling Group
Wharfside Patio Bar And Grill
Ta Property Consulting
Disclosures
Please visit the SEC profile of Timothy Anema 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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