Filip
Momcilov
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Filip Momcilov is a financial advisor based in Glenview, Illinois, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Filip has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Rado Trucking, Jc Trucking, Goran And Lidija Trucking, Bank Of America, Citibank, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Filip has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois and Texas. Currently, Filip is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Glenview, Illinois. 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
Filip Momcilov Work History
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Citibank
Rado Trucking
Bank Of America
Rado Trucking
Rado Trucking
Jc Trucking
Goran And Lidija Trucking
Goran And Lidija Trucking
Disclosures
Please visit the SEC profile of Filip Momcilov 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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