Mirian Trejo (CRD# 7425389) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Parker, CO and has 1 year of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Parker, CO | Apr 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Parker, CO | Dec 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boulder, CO | Aug 2021 - Dec 2022 | 1 |
| Bank Of America | Denver, CO | May 2018 - Aug 2022 | 4 |
| Whole Foods Market | Denver, CO | Mar 2021 - Apr 2021 | < 1 |
| Chambers Bank | Fayetteville, AR | Dec 2017 - May 2018 | < 1 |
| Hilton Garden Inn | Bentonville, AR | Sep 2016 - Feb 2018 | 1 |
| Walter Chastain-state Farm Insurance Agent | Springdale, AR | May 2016 - Jan 2017 | < 1 |
| Double Tree | Springdale, AR | Oct 2015 - Apr 2016 | < 1 |
| Centennial Bank | Springdale, AR | Oct 2014 - Nov 2015 | 1 |
| University Of Arkansas | Fayetteville, AR | Aug 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- CO
- 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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