Denise
Heersema

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#3232753
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Denise Heersema is a financial advisor working out of Bonita Springs, Florida, who has been in the industry for 10 years. Heersema is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, the advisor has held roles at Banc Of America Investment Services, Inc, Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Heersema holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to operate in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory company that has its headquarters in Bonita Springs, Florida. The company has offices in 2,958 locations and a total of 40,146 employees. It administers $820 billion in assets under management among its 2,272,151 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 4,667 charities and foundations. Of its 2,272,151 client accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules typically depend on the type of financial services provided. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc can consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

23471 Walden Center Dr
Bonita Springs, FL 34134

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

FL Average: $7,464,549,021
Total Number of Employees

41,217

FL Average: 88
Total Number of Accounts

2,472,247

FL Average: 3,892
Average Account Size

$322,494

FL Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Denise Heersema Work History

Denise has 10 years of experience.

2009 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2008 - Present (11 years)

Bank Of America, N.A

2008 - 2009 (1 year)

Banc Of America Investment Services, Inc

Disclosures

Denise Heersema has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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