Marcos Rodriguez
CRD Number: 6318858Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Marcos Rodriguez (CRD# 6318858) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 2 years of experience in the finance industry.
CRD# 5607498
Householder Group Estate & Retirement Specialists
Score
108
CRD# 5730023
Newman's Financial Planning
Score
92
CRD# 5571675
Woodbury Financial Services, Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Chandler, AZ | Jun 2014 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler, AZ | Mar 2014 - Current | 3 |
| Arizona State University | Tempe, AZ | Aug 2013 - Current | 3 |
| Unemployed | Mesa, AZ | Feb 2014 - Mar 2014 | < 1 |
| Vivint | Mesa, AZ | Feb 2014 - Feb 2014 | < 1 |
| Amp Security LLC | Mesa, AZ | Jan 2014 - Feb 2014 | < 1 |
| Direct Communications LLC | Tempe, AZ | Dec 2013 - Jan 2014 | < 1 |
| Gobemax LLC | Mesa, AZ | Oct 2013 - Nov 2013 | < 1 |
| Wells Fargo | Mesa, AZ | Jan 2013 - Oct 2013 | < 1 |
| Rains Forest Plumbing And Air | Chandler, AZ | Sep 2012 - Jan 2013 | < 1 |
| The Church Of Jesus Christ Of Latter Day Saints | St. Louis, CA | Sep 2010 - Sep 2012 | 2 |
| All American Installations, Inc. | Mesa, AZ | Jul 2010 - Sep 2010 | < 1 |
| Toys R Us | Chandler, AZ | Aug 2009 - Jul 2010 | < 1 |
| Arizona State University | Tempe, AZ | Aug 2009 - May 2010 | < 1 |
| Pizza Hut | Mesa, AZ | Mar 2009 - Sep 2009 | < 1 |
| Desert Ridge High School | Mesa, AZ | Aug 2005 - Aug 2009 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- CA
- TX
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Total Assets Under Management575,342MILLIONS
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Total Number of Accounts1,715,259ACCOUNTS
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Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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