Juan Rionda (CRD# 2363399) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Delray Beach, FL and has over 30 years of experience in the finance industry.
CRD# 2591305
Money Concepts Advisory Service
CRD# 5838052
Gwn Securities Inc.
CRD# 2025639
Agnello Financial Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Delray Beach, FL | Jul 2011 - Current | 12 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Delray Beach, FL | Jun 1993 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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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
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