Aileen Theresa Takio
Director, Employee Benefits Specialist, Retirement Plan Specialist
Merrill Lynch, Pierce, Fenner & Smith IncorporatedMount Laurel, New Jersey
Published information helps you research. Confirm current details with the original source.
A clearer picture of the professional.
We have not reviewed a matching report for this profile. Ask the firm about relevant experience and verify its source.
Record not reviewed
No reviewed report is on file here. Missing information does not establish a clear regulatory history.
Confirm identity, registration, and disclosures with the regulator. Check BrokerCheck and the SEC adviser database before deciding. Suggest a correction.
Published profile
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.
Questions to take to the conversation
- Do the current firm and registration record match this profile?
- Which details need to be confirmed directly with the firm?
- What information is missing from the record?
Keep answers in your meeting worksheet
Open the preparation guideProfessional details
- Published practice focus
- Retirement planning
- Credentials in source
- Not listed in this record
- Minimum relationship
- Confirm with the firm
- Fees
- Request a written explanation
- CRD number
- 4520430
Sources & record context
This profile is drawn from linked professional sources. A current verification date is not recorded. A directory listing is not confirmation of current licensing, disciplinary standing, or suitability.
Suggest a correction to this profileContinue your research
Other published profiles at the same firm or in New Jersey.
A LITTLE CLARITY. A NEW POSSIBILITY.Your next chapter deserves a thoughtful start.
A clearer plan starts with the right conversation. Explore advisors around your goals, then choose your next step.