Elise-ariana Anderson
CRD Number: 6185544Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Elise-ariana Anderson (CRD# 6185544) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Junction, CO and has over 7 years of experience in the finance industry.
CRD# 6316143
Ameriprise Financial Services, LLC
CRD# 1580169
Cambridge Investment Research Advisors, Inc.
CRD# 4482252
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Junction, CO | Mar 2020 - Current | 3 |
| Bank Of America N.a. | Grand Junction, CO | Mar 2020 - Current | 3 |
| Grand Junction Orchestra | Grand Junction, CO | Sep 2007 - Current | 15 |
| Ameriprise Financial Services, Inc. | Grand Junction, CO | Aug 2015 - Mar 2020 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Junction, CO | Apr 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- CO
- TX
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Total Assets Under Management1,093,689MILLIONS
-
Total Number of Accounts2,864,234ACCOUNTS
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Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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, WY
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