Fatimah Rahman Banker

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

• 03/2016 → 11/2016
  Wells Fargo Advisors, Llc.
  Kennesaw, GA
• 07/2006 → 05/2024
  Wells Fargo Bank Na
  Kennesaw, GA
• 11/2016 → 02/2025
  Wells Fargo Clearing Services, Llc
  Kennesaw, GA
• 02/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwood Village, CO
• 04/2025 → Present
  Bank Of America, N.A.
  Greenwood Village, CO

Previous Registrations

• 2017-05-02 → 2024-06-06
  Wells Fargo Clearing Services, Llc
  Kennesaw, GA
  Atlanta, GA
  Atlanta, GA
  St. Louis, MO
  Charlotte, NC
  St. Louis, MO

Other Businesses

I*: 2219314 Entity Type: For Profit Name of OBA: F. B. Investment Related; No Address of OBA: Aurora, CO 80015 Position: Sole OWNERSHIP START date: 10/13/2014 Hours; 10 HOURS PER MONTH Hours during trading hours: 0 Duties: PROVIDING HEALING SESSIONS AND REIKI CERTIFICATION CLASSES.

Exams

• S66 Uniform Combined State Law Examination
  2017-04-24
• S63 Uniform Securities Agent State Law Examination
  2016-05-10

Other Names

• Fatimah Rahman Ar-Raheem
• Fatimah Banker