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  2. Merrill (company) - Wikipedia

    en.wikipedia.org/wiki/Merrill_(company)

    The company was founded on January 6, 1914, when Charles E. Merrill opened Charles E. Merrill & Co. for business at 7 Wall Street in New York City. [11] A few months later, Merrill's friend, Edmund C. Lynch, joined him, and in 1915 the name was officially changed to Merrill, Lynch & Co. [12] At that time, the firm's name included a comma between Merrill and Lynch, which was dropped in 1938. [13]

  3. Edward Jones Investments - Wikipedia

    en.wikipedia.org/wiki/Edward_Jones_Investments

    Edward Jones serves investment clients in the U.S. and Canada, through its branch network of more than 15,000 locations [7] and 19,000 financial advisors. [8] The company currently has relationships with nearly 8 million clients and $1.8 trillion in assets under management worldwide.

  4. Bank of America Merrill Lynch 401(k) Report Finds ... - AOL

    www.aol.com/2013/03/07/bank-of-america-merrill...

    Bank of America Merrill Lynch 401(k) Report Finds Employers and Employees Taking Action to Improve Financial Wellness 401(k) Plan Design Features and Personalized Financial Advice Help Drive ...

  5. How to Roll Over Your Merrill Lynch 401k

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  7. Best brokerages for a solo 401(k) in 2024

    www.aol.com/finance/best-brokerages-solo-401-k...

    The best brokers for a solo 401 (k): Fidelity Investments. Charles Schwab. Merrill Edge. E-trade. Vanguard. Methodology. Bankrate evaluates brokers based on a number of factors including: Cost ...

  8. Merrill Lynch & Co. - Wikipedia

    en.wikipedia.org/wiki/Merrill_Lynch_&_Co.

    Merrill Lynch & Co., formally Merrill Lynch, Pierce, Fenner & Smith Incorporated, was a publicly-traded American investment bank that existed independently from 1914 until January 2009 before being acquired by Bank of America and rolled into BofA Securities. The firm engaged in prime brokerage and broker-dealer activities and was headquartered ...

  9. Fidelity Investments - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Investments

    Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts.. Established in 1946, the company is one of the largest asset managers in the world, with $5.4 trillion in assets under management, and $14.1 trillion in assets under administration, as of June 2024, [4] Fidelity Investments ...

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