Marlaina Haretuku, financial advisor Anchorage AK
89 score

Marlaina Haretuku

CRD Number: 6174502
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Marlaina Haretuku (CRD# 6174502) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Anchorage, AK and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Anchorage, AK Mar 2016 - Current < 1
Cuso Financial Services, LLC San Diego, CA Sep 2015 - Mar 2016 < 1
Denali Federal Credit Union Anchorage, AK Sep 2015 - Mar 2016 < 1
Jpmorgan Securities LLC San Diego, CA Mar 2013 - Aug 2015 2
Jp Morgan Chase Bank Na Rancho Bernardo, CA Oct 2011 - Mar 2013 1
Courtyard Marriott Flagstaff, AZ Nov 2009 - Aug 2011 1
Unemployed/moving/school Flagstaff, AZ Jun 2009 - Oct 2009 < 1
Hali Ii Kai Waikoloa, HI Feb 2008 - Jun 2009 1
Malahini Keiki Care Kailua Kona, HI Sep 2006 - Jun 2009 2
Centex Corporation Waikoloa, HI Jul 2007 - Jan 2008 < 1
Four Seasons Hualalai Kailua Kona, HI Oct 2006 - Oct 2007 1
Unempoyed Coronado, CA Jun 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Marlaina L. Haretuku
Phone Number: 800-637-7455
Registered State(s):
  • AK
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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