Alison VeldhuizenCRD Number: 7124698
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Alison Veldhuizen (CRD# 7124698) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cedar Rapids, IA and has over 3 years of experience in the finance industry.
Cedar Point Capital Partners, LLC
Lpl Financial LLC
Ameriprise Financial Services, LLC
|Bank Of America, N.a.||Cedar Rapids, IA||Jun 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Cedar Rapids, IA||May 2019 - Current||3|
|Independent Contractor||Toddville, IA||Nov 2014 - May 2019||4|
|Residential Mortgage Network, Inc.||Coralville, IA||Feb 2014 - Nov 2014||< 1|
|Independent Contractor||Iowa City, IA||Aug 2011 - Jan 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
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