Mario JimenezCRD Number: 6377573
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Mario Jimenez (CRD# 6377573) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Bank Of America, N.a.||Orlando, FL||Apr 2015 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||Jul 2014 - Current||3|
|Urban Trust Bank||Orlando, FL||Aug 2011 - Jul 2014||2|
|Unemployed||Orlando, FL||Feb 2011 - Jul 2011||< 1|
|Internal Revenue Service||Guaynabo, Puerto Rico, PR||Oct 2009 - Jan 2011||1|
|Unemployed||Orlando, FL||Apr 2009 - Sep 2009||< 1|
|Amscot Financial Services||Orlando, FL||Jan 2007 - Mar 2009||2|
|Us Postal Service||Orlando, FL||Dec 2001 - Dec 2006||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
- Financial Issue
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)