Wonti WorjrohCRD Number: 5452193
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wonti Worjroh (CRD# 5452193) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Glen Rock, NJ and has over 4 years of experience in the finance industry.
|Bank Of America, N.a.||Glen Rock, NJ||Sep 2012 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Glen Rock, NJ||Aug 2012 - Current||4|
|Office Team||Princeton, NJ||Aug 2011 - Aug 2012||1|
|Munire Furniture||Piscataway, NJ||Jun 2010 - Aug 2011||1|
|Cheesecake Factory||Bridgewater, NJ||Feb 2009 - Jun 2010||1|
|Unemployed||New Brunswick, NJ||Nov 2008 - Feb 2009||< 1|
|Hennion & Walsh, Inc.||Parsippany, NJ||Sep 2007 - Nov 2008||1|
|Unemployed||New Brunswick, NJ||Jul 2007 - Aug 2007||< 1|
|Tiffany & Company||Parsippany, NJ||May 2007 - Jun 2007||< 1|
|Rutgers University||New Brunswick, NJ||Sep 2001 - May 2007||5|
|Circuit City||East Brunswick, NJ||Jan 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
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