Stephanie HosonumaCRD Number: 6574682
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Stephanie Hosonuma (CRD# 6574682) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 4 years of experience in the finance industry.
Park Avenue Securities LLC
American Portfolios Advisors, Inc.
J.p. Morgan Securities LLC
|Bank Of America, N.a.||Chandler, AZ||Apr 2017 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chandler, AZ||Nov 2007 - Current||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2017|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- 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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