Unclaimed
Mojisola Adeyinka-eagan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., where she has been employed since March 2015. Mojisola is also registered as an investment adviser representative in Illinois. Mojisola has been working in the financial services industry since February 2006. Previously, Mojisola worked with Citigroup Global Markets Inc. and Citicorp Investment Services. Mojisola offers a variety of services to her clients including, portfolio management for individuals and businesses, pension consulting, research reports and services and selection of other advisors.
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
CT
05/01/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STAMFORD CT)
IL
05/29/2007 - 01/30/2014
CITIGROUP GLOBAL MARKETS INC. (ARLINGTON HEIGHTS. IL)
IL
05/27/1997 - 05/29/2007
CITICORP INVESTMENT SERVICES (ARLINGTON HGTS. IL)
BOTH
Issued 04/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1997
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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