Joanne Angelica Paucar Tevenan

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

• 06/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
• 12/2021 → 06/2022
  Unemployed
  Long Beach, CA
• 05/2020 → 12/2021
  Bank Of America
  Cerritos, CA
• 10/2018 → 05/2020
  Bank Of America
  Cerritos, CA
• 01/2018 → 10/2018
  Bank Of America
  Cerritos, CA
• 05/2019 → 09/2021
  Gc Brothers Entertainment Llc
  Signal Hill, CA
• 11/2017 → 06/2018
  David's Bridal
  Long Beach, CA
• 12/2017 → 02/2018
  24 Hour Fitness
  Long Beach, CA
• 02/2017 → 09/2017
  Sunglass Hut
  Pismo Beach, CA
• 09/2015 → 02/2017
  Sunglass Hut
  Pismo Beach, CA
• 10/2016 → 02/2017
  Jersey Mikes
  San Luis Obispo, CA
• 04/2015 → 06/2017
  California Polytechnic State University San Luis Obispo
  San Luis Obispo, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-07-30

Other Names

• Joanne Angelica Paucar
• Joanne Angelica Paucartevenan