Aimee Florea, financial advisor Valencia CA
93 score

Aimee Florea

CRD Number: 5305267
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Aimee Florea (CRD# 5305267) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Valencia, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Woodland Hills, CA Nov 2011 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodland Hills, CA Sep 2011 - Current 5
Unemployed Woodland Hills, CA May 2011 - Sep 2011 < 1
California Credit Union North Hollywood, CA Feb 2008 - May 2011 3
Cuso Financial Services, LP San Diego, CA Feb 2008 - May 2011 3
Wm Financial Services Rolling Hills Estates, CA Mar 2007 - Feb 2008 < 1
Washington Mutual Rolling Hills Estates, CA Sep 2006 - Feb 2008 1
Unemployed Los Angeles, CA Feb 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Aimee M. Florea
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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