Shaheen Rogers

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

• 03/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Springdale, AR
• 10/2017 → 03/2021
  Bank Of America, N.A.
  Bentonville, AR
• 05/2016 → 08/2017
  Full Time Education University Of Central Arkansas
  Conway, AR
• 05/2017 → 07/2017
  Dillard's
  North Little Rock, AR
• 08/2017 → 10/2017
  Break/Other
  Bryant, AR
• 03/2021 → Present
  Bank Of America, N.A.
  Springdale, AR

Exams

• S66 Uniform Combined State Law Examination
  2020-11-04

Other Names

• Shaheen Shivani