Best Investors Account Sign in

Makenzie Alesa Kuan

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-29
TX RA APPROVED 2025-01-29
  • CA RA
    APPROVED
    Since 2025-01-29
  • TX RA
    APPROVED
    Since 2025-01-29

Branch Locations

2555-2595 W Chandler Blvd Ci Client Services, Chandler, AZ 85224 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 07/2024 Present
Harkins Phoenix AZ 05/2023 07/2024
Arizona State University Tempe AZ 08/2020 05/2024
Unemployed Scottsdale AZ 05/2020 08/2020
Chaparral High School Scottsdale AZ 08/2016 05/2020
  • 07/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chandler, AZ
  • 05/2023 → 07/2024
    Harkins
    Phoenix, AZ
  • 08/2020 → 05/2024
    Arizona State University
    Tempe, AZ
  • 05/2020 → 08/2020
    Unemployed
    Scottsdale, AZ
  • 08/2016 → 05/2020
    Chaparral High School
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-24
  • S66 Uniform Combined State Law Examination
    2025-01-24
Other Names
  • Makenzie Kuan

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
VAL VISTA CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL GROUP, LLC
MEREDITH DEKKER FINANCIAL SERVICES, LLC

Other Investors

Aaron D Hyde
Kelly A Luft
ADRIENNE TERENA BORCHERS
Eric Sitton
SAMUEL J SMITH
RENEE JEAN HRUSKA
ANDREA MICHELLE MCLELLAND
Christine Lynne Lobdell Raney

Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ
EDWARD JONES · CHANDLER, AZ
LPL FINANCIAL LLC · CHANDLER, AZ
VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ
WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ
EDWARD JONES · SUN LAKES, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ
INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

More in Chandler, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor