Premlata Heryani
CRD Number: 7306128Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Premlata Heryani (CRD# 7306128) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, GA and has over 3 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Duluth, GA | Feb 2024 - Current | < 1 |
Bank Of America, N.a. | Duluth, GA | Feb 2024 - Current | < 1 |
Wells Fargo Clearing Services, LLC | Suwanee, GA | Feb 2022 - Feb 2024 | 2 |
Wells Fargo Bank, Na | Suwanee, GA | Feb 2022 - Feb 2024 | 2 |
Jpmorgan Chase Bank, N.a. | Dacula, GA | Mar 2021 - Feb 2022 | < 1 |
J.p. Morgan Securities LLC | Dacula, GA | Mar 2021 - Feb 2022 | < 1 |
Unemployed | Suwanee, GA | Aug 2020 - Feb 2021 | < 1 |
Unemployed | Atlanta, GA | Jan 2019 - Jul 2020 | 1 |
Regions Bank | Dunwoody, GA | Nov 2018 - Dec 2018 | < 1 |
Unemployed | Atlanta, GA | Jan 2018 - Oct 2018 | < 1 |
Scotiabank | Mississauga, | Feb 2003 - Dec 2017 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2021 |
S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- GA
- 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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