Stefanos BezanisCRD Number: 6092765
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Stefanos Bezanis (CRD# 6092765) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orland Park, IL and has over 2 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
Forum Financial Management, LP
|Bank Of America, N.a.||Orland Park, IL||Nov 2014 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orland Park, IL||Jun 2014 - Current||3|
|Kam's Bar||Champaign, IL||May 2011 - May 2014||3|
|University Of Illinois||Champaign-urbana, IL||Aug 2010 - May 2014||3|
|Ace-it Facilitator U Of I||Champaign-urbana, IL||Aug 2011 - Oct 2013||2|
|Financial Strategy Network||Chicago, IL||May 2013 - Aug 2013||< 1|
|Merrill Lynch||Orland Park, IL||May 2012 - Aug 2012||< 1|
|Ideal Heating Company||Brookfield, IL||May 2011 - Aug 2011||< 1|
|Hinsdale Central Highschool||Hinsdale, IL||Aug 2006 - Jul 2010||3|
|Ymca Camp Minikani||Hubertus, WI||Jun 2009 - Jul 2009||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
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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