Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alena? Claim Your ProfileAlena Meeker is an investment professional with over 20 years of experience in the financial services industry. Alena currently works as a registered representative and investment advisor representative for Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to joining Merrill Lynch, Alena has held positions with MORGAN STANLEY DW INC. and ROBERTSON STEPHENS, INC. Alena has a wide range of experience in providing financial advice and investment management services to individuals, corporations, and institutions. She is registered with the Financial Industry Regulatory Authority (FINRA) and holds several licenses and certifications, including the Series 66, Series 31, and Series 7. Alena specializes in providing financial advice and investment management services to a diverse range of clients, including high-net-worth individuals, corporations, and institutions. Alena is committed to providing her clients with personalized financial advice and investment strategies to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/07/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
08/01/2002 - 03/22/2007
MORGAN STANLEY DW INC. (SAN FRANCISCO CA)
CA
04/30/2001 - 07/18/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
BOTH
Issued 5/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/8/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 4/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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