Mekhroj Toshpulatov
CRD Number: 7469157Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Mekhroj Toshpulatov (CRD# 7469157) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Buffalo Grove, IL and has over 2 years of experience in the finance industry.
CRD# 6605393
Mla2 Advisory & Consulting, LLC
CRD# 3005947
Athena Advisor Services, LLC
CRD# 3049152
Nuveen Asset Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Buffalo Grove, IL | Dec 2022 - Current | 1 |
Bank Of America, N.a | Buffalo Grove, IL | Dec 2022 - Current | 1 |
Jpmorgan Chase Bank, N.a. | Chicago, IL | Oct 2021 - Nov 2022 | 1 |
J.p. Morgan Securities LLC | Chicago, IL | Oct 2021 - Nov 2022 | 1 |
Aramark | Chicago, IL | May 2019 - Oct 2021 | 2 |
Grubhub | Chicago, IL | May 2017 - Sep 2021 | 4 |
Jewel-osco | Mount Prospect, IL | Jun 2020 - Oct 2020 | < 1 |
Compass Group Usa | Chicago, IL | Apr 2018 - Sep 2018 | < 1 |
Harper College | Palatine, IL | Jan 2015 - May 2017 | 2 |
Unemployed | Buffalo Grove, IL | Dec 2016 - Dec 2016 | < 1 |
Sanimar Decoration Studio | Northbrook, IL | Jun 2015 - Nov 2016 | 1 |
Garden Fresh Market | Buffalo Grove, IL | Aug 2014 - May 2015 | < 1 |
Academic Lyceum (high-school) | Samarkand, | Oct 2011 - Jul 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2022 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- IL
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.