Joshua DyerCRD Number: 5542587
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Joshua Dyer (CRD# 5542587) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 8 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chandler, AZ||Sep 2014 - Current||2|
|Bank Of America, N.a.||Chandler, AZ||Sep 2014 - Current||2|
|J.p. Morgan Securities LLC||Chandler, AZ||Oct 2008 - Aug 2014||5|
|Jpmorgan Chase Bank Na||Racine, WI||Oct 2008 - Aug 2014||5|
|Chase Investment Services Corp||Racine, WI||Oct 2008 - Aug 2014||5|
|Chase Investment Services Corp||Racine, WI||Nov 2008 - Oct 2012||3|
|Pruco Securities, LLC||Wauwatosa, WI||Jun 2008 - Oct 2008||< 1|
|Prudential Insurance Company Of America||Wauwatosa, WI||Jun 2008 - Oct 2008||< 1|
|Tcf National Bank||Oak Creek, WI||Jul 2006 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
|S63||Uniform Securities State Law Examination||Aug 2008|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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