Llanely Medina (CRD# 6720864) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Shorewood, IL and has over 4 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Shorewood, IL | Feb 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Shorewood, IL | Nov 2022 - Current | 1 |
| Lpl Financial | Naperville, IL | Apr 2022 - Nov 2022 | < 1 |
| Bmo Harris Bank | Naperville, IL | Apr 2022 - Nov 2022 | < 1 |
| Jpmorgan Chase Bank, N.a. | Bolingbrook, IL | Dec 2019 - Apr 2022 | 2 |
| J.p. Morgan Securities LLC | Bolingbrook, IL | Dec 2019 - Apr 2022 | 2 |
| First American Bank | Joliet, IL | Sep 2017 - Nov 2019 | 2 |
| Homemaking | Joliet, IL | May 2017 - Sep 2017 | < 1 |
| Bank Of America | Rolling Meadows, IL | Oct 2016 - May 2017 | < 1 |
| Jpmorgan Chase Bank, N.a. | Bolingbrook, IL | Aug 2012 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2020 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- IL
- 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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