Alexis RiveroCRD Number: 6688615
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Alexis Rivero (CRD# 6688615) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Lauderdale, FL and has over 3 years of experience in the finance industry.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|Bank Of America N.a.||Fort Lauderdale, FL||Nov 2020 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Fort Lauderdale, FL||Aug 2016 - Current||5|
|University Of Central Florida||Orlando, FL||Jan 2015 - Aug 2017||2|
|Florida State University||Tallahassee, FL||Jan 2014 - May 2015||1|
|Tallahassee Community College||Tallahassee, FL||Aug 2013 - Dec 2013||< 1|
|Unemployed||West Palm Beach, FL||Jun 2013 - Jul 2013||< 1|
|Cardinal Newman Highschool||West Palm Beach, FL||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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