Sue MeskimenCRD Number: 5994827
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sue Meskimen (CRD# 5994827) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Whitefish, MT and has over 4 years of experience in the finance industry.
Stack Financial Management Inc.
Ascendall Financial Strategies, P.c.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Kalispell, MT||Oct 2011 - Current||6|
|Crescent Capital Management||Kalispell, MT||Sep 2008 - Oct 2011||3|
|Unemployed||Kalispell, MT||Feb 2008 - Sep 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- 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)
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