WORKBOOK DIRECTORY RECORD
Aileen Theresa Takio
Director, Employee Benefits Specialist, Retirement Plan Specialist
Merrill Lynch, Pierce, Fenner & Smith Incorporated ↗Mount Laurel, New Jersey
BACKGROUND & PLANNING FOCUS
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The supplied broker directory lists Aileen Theresa Takio with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Laurel, New Jersey. The recorded professional role is director, employee benefits specialist, retirement plan specialist. Confirm current affiliation and services directly before making contact.
- Reported firm
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- CRD number
- 4520430
- Minimum investment
- Ask the professional
- Fees & compensation
- Confirm directly before engaging
BEFORE YOU MAKE A DECISION
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- Which services and experience are most relevant to my situation?
- In what capacity would you work with me, and when would you act as a fiduciary?
- What would I pay, including commissions, product costs, and any referral fees?
- Who holds my assets, and how would we communicate and measure progress?
Check the current official record.
A directory listing is not a current registration check, endorsement, or indication that a professional is accepting clients.
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Imported from the supplied workbook on September 16, 2026. The original snapshot date was not specified; workbook creation metadata dates to September 2023. Treat affiliation, role and business contacts as historical until reconfirmed.
Branch city/state in supplied broker directory; current affiliation unverified
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