Kalina Tsvetanova-BringleCRD Number: 6304083
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kalina Tsvetanova-Bringle (CRD# 6304083) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Key West, FL and has over 7 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ameriprise Financial Services, LLC
Lpl Financial LLC
|Bank Of America, N.a.||Key West, FL||Aug 2019 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Key West, FL||Jun 2019 - Current||2|
|Wells Fargo Clearing Services, LLC||Key West, FL||Nov 2016 - Jun 2019||2|
|Wells Fargo Bank Na||Key West, FL||Aug 2011 - Jun 2019||7|
|Wells Fargo Advisors, LLC||Key West, FL||Feb 2014 - Nov 2016||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2014|
|S66||NASAA Uniform Combined State Law Examination||Feb 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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