Mark
Winters
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Mark Winters is a financial advisor based in Jacksonville, Florida, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Mark has previously held positions at Jacksonville University, Merrill Lynch, Pierce, Fenner & Smith Inc, and Merrill Lynch, Pierce, Fenner & Smith. Mark has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Mark is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Jacksonville, Florida. 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
Mark Winters Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Jacksonville University
Merrill Lynch, Pierce, Fenner & Smith
Disclosures
Please visit the SEC profile of Mark Winters 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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