A Noona~n

Financial Advisor Assistant Vice President Wealth Management at MERRILL LYNCH, PIERCE, FENNER & SMITH LIMITED
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Contact Information
us****@****om
(386) 825-5501
Location
Fairfield, Connecticut, United States, US

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Credentials

  • Securities Industry Essentials Examination
    SEI
    Oct, 2018
    - Nov, 2024
  • Insurance Producer
    National Association of Insurance Commissioners (NAIC)
  • NAIC Suitability in Annuity Transaction Model Regulation
    National Association of Insurance Commissioners (NAIC)
  • Series 66 - NASAA Uniform Combined State Law Exam
    FINRA
  • Series 7 - General Securities Representative Examination
    Financial Industry Regulatory Authority (FINRA)

Experience

  • MERRILL LYNCH, PIERCE, FENNER & SMITH LIMITED
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor Assistant Vice President Wealth Management
      • Feb 2022 - Present

  • Citizens Securities, Inc.
    • Financial Services
    • 200 - 300 Employee
    • Assistant Vice President Financial Advisor
      • Apr 2020 - Jan 2022

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor, Private Client Group
      • May 2018 - Aug 2020

  • MERRILL LYNCH, PIERCE, FENNER & SMITH LIMITED
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Advisor
      • Nov 2014 - Mar 2017

  • GFI Group
    • United States
    • Financial Services
    • 700 & Above Employee
    • Natural Gas Broker
      • Feb 2013 - Jul 2014

  • ICAP
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Natural Gas & Crude Products Derivatives Broker
      • Apr 2012 - Feb 2013

  • Discount Power Inc.
    • United States
    • Utilities
    • 1 - 100 Employee
    • Electricity Broker
      • Jun 2009 - Feb 2012

  • Dolphin Limited Partners
    • Stamford, Connecticut
    • M&A Equity Trader & Analyst
      • 2003 - 2009

  • Cantor Fitzgerald
    • United States
    • Financial Services
    • 700 & Above Employee
    • Emissions Broker
      • Mar 2002 - Apr 2003

  • Grey Group
    • United States
    • Advertising Services
    • 700 & Above Employee
    • Senior Production Manager & Account Manager
      • Mar 1999 - May 2001

  • Sheridan Australia
    • Sydney, New South Wales, Australia
    • E-commerce Solutions Manager
      • Dec 1997 - Dec 1999

  • Independant
    • Sports Marketing Professional
      • Jan 1993 - Dec 1999

    • Professional Windsurfer, World Cup Athlete & 1996 Olympic Hopeful
      • Mar 1988 - Sep 1997

Education

  • University of San Francisco
    Bachelor of Business Administration - BBA
    1992 - 2021
  • Greenwich High School
    1986 - 1989
  • The Rectory School
    1983 - 1985
  • Brunswick School
    1976 - 1982

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