Winifred Wikkeling

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 04/2019 → 07/2019
  Apple One
  Los Angeles, CA
• 10/2018 → 04/2019
  Dylan Keith
  Burbank, CA
• 06/2018 → 09/2018
  Unemployed
  Los Angeles, CA
• 04/2018 → 06/2018
  Swisher International
  Jacksonville, FL
• 10/2016 → 04/2018
  Lexus Santa Monica
  Santa Monica, CA
• 08/2014 → 10/2016
  Unemployed
  St Petersburg, FL
• 09/2019 → Present
  Bank Of America, N.A.
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-11-06
• S63 Uniform Securities Agent State Law Examination
  1998-11-30

Other Names

• Winifred Wikkeling
• Winifred Irina Deirdre Wikkeling