Lana Ibrahimi

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

• 08/2021 → 12/2022
  Jpmorgan Chase Bank, N.A.
  Fairway, KS
• 08/2021 → 12/2022
  J.P. Morgan Securities Llc
  Fairway, KS
• 07/2016 → 06/2021
  Reyada International School
  Amman
• 07/2021 → 08/2021
  Bmo Financial Group
  Shawnee, KS
• 12/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kansas City, MO
• 07/2022 → Present
  Welmington University
  New Castle, DE
• 08/2016 → 06/2017
  University Of Jordan
  Amman
• 03/2023 → Present
  Bank Of America, N.A.
  Kansas City, MO

Other Businesses

I*3669268 Entity Type: N/A Name of OBA: S and I Trust Address: Overland PArk, Kansas, 66223 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 01/28/2024 Number of Hours: 0, Weekly Number of Hours during trading: 0, Weekly Duties: Self, Spouse

Exams

• S66 Uniform Combined State Law Examination
  2022-12-23
• S63 Uniform Securities Agent State Law Examination
  2021-11-24

Other Names

• Lana Ibrahimi
• Lana Ibrahim Ibrahimi