Taneshia Middlebrooks, financial advisor Jacksonville FL
88 score

Taneshia Middlebrooks

CRD Number: 6365545
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Taneshia Middlebrooks (CRD# 6365545) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Jun 2014 - Current 2
Unemployed Jacksonville, FL Oct 2013 - Jun 2014 < 1
Florida College Of Jacksonville Jacksonville, FL Nov 2011 - Feb 2014 2
Jp Morgan Chase Jacksonville, FL Feb 2013 - Oct 2013 < 1
University Of North Florida Jacksonville, FL May 2009 - Aug 2012 3
Cellular Express Plus Att Jacksonville, FL May 2010 - Mar 2011 < 1
Florida Career College Jacksonville, FL Jun 2009 - May 2010 < 1
University Of North Florida Jacksonville, FL Jun 2009 - May 2010 < 1
University Of West Fla Pensacola, FL Aug 2007 - May 2009 1
University Of West Florida Pensacola, FL Aug 2008 - Dec 2008 < 1
Ann Taylor Loft Miami, FL Mar 2007 - Aug 2007 < 1
Cosi Miami, FL Sep 2006 - Mar 2007 < 1
Unemployed Pensacola, FL Jun 2004 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2014
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Taneshia Middlebrooks
Phone Number: 800-637-7455
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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