Reina ShintakuCRD Number: 7419342
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Reina Shintaku (CRD# 7419342) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hagatna, and has 1 year of experience in the finance industry.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hagatna,||Jul 2021 - Current||1|
|University Of Guam||Mangilao,||Aug 2011 - Current||10|
|Tokio Marine Pacific Insurance Limited||Hagatna,||Aug 2015 - Jul 2021||5|
|University Of Guam||Mangilao,||Aug 2014 - May 2015||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2020|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- 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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