Yanira Guerrero
CRD Number: 7438020Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Yanira Guerrero (CRD# 7438020) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kissimmee, FL and has over 2 years of experience in the finance industry.
CRD# 6504539
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6807057
Truist Advisory Services, Inc.
CRD# 6416129
Ashcraft Wealth Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Kissimmee, FL | Nov 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kissimmee, FL | Aug 2021 - Current | 2 |
| Bank Of America | Tacoma, WA | Dec 2018 - Aug 2021 | 2 |
| Wells Fargo | Tacoma, WA | Feb 2018 - Dec 2018 | < 1 |
| General Nutrition Company | Puyallup, WA | Apr 2017 - Dec 2018 | 1 |
| Wells Fargo | Puyallup, WA | Jul 2016 - Feb 2018 | 1 |
| Christopher & Banks Corporation | Puyallup, WA | Mar 2017 - Apr 2017 | < 1 |
| Mcdonald's Corp | Puyallup, WA | Sep 2013 - Nov 2016 | 3 |
| Pierce Community College | Puyallup, WA | Mar 2015 - Dec 2015 | < 1 |
| Graham Kapowsin High School | Puyallup, WA | Sep 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- FL
- 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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