Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johanna? Claim Your ProfileJohanna Aguilera is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., in Westfield, NJ. Johanna is a seasoned investment professional with over 30 years of experience in the financial services industry. Johanna is a highly qualified and experienced financial professional who is dedicated to providing her clients with the best possible service. Johanna's expertise includes portfolio management for individuals and businesses. She offers a range of advisory services, including performance measurement reports, allocation modeling, and investment policy statements.
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
NJ
02/01/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WESTFIELD NJ)
NJ
02/27/2017 - 01/04/2019
FIDELITY BROKERAGE SERVICES LLC (MILLBURN NJ)
NY
10/01/1996 - 11/28/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
NA
10/25/1991 - 10/01/1996
GOLDMAN SACHS MONEY MARKETS, L.P.
NA
03/22/1991 - 10/25/1991
GOLDMAN SACHS MONEY MARKETS INC.
NY
07/30/1985 - 01/25/1991
GOLDMAN, SACHS & CO. (NEW YORK NY)
NA
10/25/1984 - 02/19/1985
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
IA
Issued 05/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
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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