Ronald AmosCRD Number: 7068554
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ronald Amos (CRD# 7068554) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 3 years of experience in the finance industry.
Truly Prosper Financial Planning LLC
U.s. Bancorp Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Bank Of America, N.a.||Miamisburg, OH||Mar 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Miamisburg, OH||Jan 2019 - Current||4|
|Unemployed||Dayton, OH||Nov 2018 - Jan 2019||< 1|
|U.s. Bank||Dayton, OH||May 1995 - Nov 2018||23|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- 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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