Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Messimer is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. April has been in the financial services industry since May 13, 2008, and has held positions at Morgan Stanley DW Inc. April's professional designations include Series 66, Series 7, and Series 31. April is registered in 33 states for securities and 2 states for investment advising. April also serves as a Group Exercise Instructor at the American Athletic Club and helps to expand the reach and impact within the community by developing innovative fundraising strategies, cultivating partnerships, and engaging with donors and volunteers for the United Way of Horry County.
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
SC
06/05/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MYRTLE BEACH SC)
NY
06/03/2004 - 05/25/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2004
Series 31 - Futures Managed Funds 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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