Maria Fernanda Trevino

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

• 05/2021 → 06/2023
  Jpmorgan Chase Bank Na
  Houston, TX
• 01/2021 → 04/2021
  Inverwealth Sa De Cv
  Saltillo
• 08/2016 → 12/2020
  Tecnologico De Monterrey
  Monterrey
• 05/2021 → 06/2023
  Jpmorgan Securities Llc
  Houston, TX
• 06/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 08/2023 → Present
  Bank Of America N.A.
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-21
• S63 Uniform Securities Agent State Law Examination
  2021-11-02

Other Names

• Maria Fernanda Treviño Ramos
• Maria Trevino Ramos