Nancy Fuentes (CRD# 7119446) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ceres, CA and has over 3 years of experience in the finance industry.
CRD# 6469228
Integral Wealth Management
CRD# 4839551
Valic Financial Advisors, Inc.
CRD# 4282201
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ceres, CA | May 2019 - Current | 5 |
| Bank Of America, N.a. | Ceres, CA | May 2019 - Current | 5 |
| Target | Manteca, CA | Sep 2018 - May 2019 | < 1 |
| Unemployed | Ceres, CA | May 2018 - Sep 2018 | < 1 |
| Merry Maids | Modesto, CA | May 2018 - May 2018 | < 1 |
| Unemployed | Turlock, CA | Nov 2017 - Apr 2018 | < 1 |
| Goodwill Industries | Turlock, CA | Jun 2015 - Nov 2017 | 2 |
| Csu Stanislaus | Turlock, CA | Aug 2015 - Aug 2017 | 2 |
| Fallas | Modesto, CA | Feb 2015 - Aug 2015 | < 1 |
| National Stores Inc. | Modesto, CA | Feb 2015 - Aug 2015 | < 1 |
| Modesto Junior College | Modesto, CA | Feb 2015 - May 2015 | < 1 |
| Joann Fabrics And Crafts | Turlock, CA | Oct 2014 - May 2015 | < 1 |
| Shiekh Shoes | Modesto, CA | Jul 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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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
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