Bella Khamitsaeva
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Bella Khamitsaeva is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals.
Bella's expertise includes general investing, retirement planning, and preparing for unexpected financial needs. She also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Daytona State College.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
Wealth management
Cash flow / budgeting
Work history
Bank of America, N.A.
2025 - Present (1 year)
Merrill lynch, pierce, Fenner & Smith incorporated
2024 - Present (2 years)
Principal Securities Inc
2022 - 2024 (2 years)
Principal Life Insurance Company
2022 - 2024 (2 years)
Jp Morgan Securities, Llc
2017 - 2022 (5 years)
BB&T Investment Services
2005 - 2017 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Michael M
Series 63, Series 66
Daytona Beach Shores, FL
Edward Jones
Andrew F
Series 66
Port Orange, FL
Edward Jones
Cheri L
Series 66
Port Orange, FL
Edward Jones
Timothy K
Series 66
Daytona Beach, FL
Edward Jones
Scott A
Series 63, Series 65
Port Orange, FL
Edward Jones
Jonas R
CFP®, Series 66
New Smyrna Beach, FL
Edward Jones
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