Corrie Dore Evangeliou

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

• 11/2015 → 12/2016
  Citizens Securities, Inc.
  Providence, RI
• 11/2015 → 12/2016
  Citizens Bank
  Providence, RI
• 12/2016 → 08/2017
  Unemployment
  Lumberton, NJ
• 08/2017 → Present
  Merrill Lynch Pierce Fenner & Smith
  Pennington, NJ

Previous Registrations

• 2016-05-20 → 2016-12-08
  Citizens Securities, Inc.
  Providence, RI
  Providence, RI
  Smithfield, RI

Other Businesses

I*108119 For profit or not for profit: For-Profit Organization Name of outside business organization: Juice Plus Distrinbutor Investment related: N Address of business: Lumberton, New Jersey 08048 Nature of business: Sole Proprietorship, Position, title, association: Other, AVP Individual Contributor Start date of relationship: 8/25/2014 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Juice Plus+ is a whole foods based nutritional supplement and meal replacement company. I am a distributor. ( similar to Tupperware)

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-19
• S63 Uniform Securities Agent State Law Examination
  1996-10-14

Other Names

• Corrie Dore
• Corrie Ann Dore
• Corrie Dore Evangeliou
• Corrie Evangeliou