Gregory HjelmCRD Number: 5572674
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Gregory Hjelm (CRD# 5572674) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Geneva, IL and has over 9 years of experience in the finance industry.
Forum Financial Management, LP
Nfp Advisor Services, LLC
|Bank Of America, N.a.||Geneva, IL||May 2017 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Geneva, IL||May 2017 - Current||< 1|
|Pnc Bank||St Charles, IL||Sep 2014 - Apr 2017||2|
|Pnc Investments LLC||St Charles, IL||Sep 2014 - Apr 2017||2|
|Pnc Bank, Na||St. Charles, IL||Jun 2013 - Sep 2014||1|
|Pnc Bank||Batavia, IL||Mar 2012 - Jun 2013||1|
|Fifth Third Bancorp||Hanover Park, IL||Jun 2011 - Feb 2012||< 1|
|Unemployed||Batavia, IL||Oct 2010 - Apr 2011||< 1|
|Waddell & Reed, Inc.||Naperville, IL||Feb 2009 - Sep 2010||1|
|Various Insurance Carriers For W & R Insurance Agencies||Batavia, IL||Feb 2009 - Sep 2010||1|
|World Group Securities, Inc.||Oakbrook, IL||Jul 2008 - Jan 2009||< 1|
|World Financial Group||Oakbrook, IL||Jun 2008 - Jan 2009||< 1|
|Rqa||Darien, IL||Jun 2007 - Jun 2008||1|
|Augustana College||Rock Island, IL||Sep 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2009|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
|S63||Uniform Securities State Law Examination||Sep 2008|
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
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