Isabel Rumberg (CRD# 7314187) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hialeah, FL and has over 2 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Mableton, GA | Jan 2022 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mableton, GA | Nov 2020 - Current | 3 |
| Sovos | Smyrna, GA | Jun 2020 - Oct 2020 | < 1 |
| Instacart | Atlanta, GA | Mar 2020 - May 2020 | < 1 |
| Tech Data Corporation | Doral, FL | May 2018 - Feb 2020 | 1 |
| Scansource, Inc. | Doral, FL | May 2017 - Apr 2018 | < 1 |
| Florida International University | Doral, FL | Jan 2016 - Jun 2017 | 1 |
| Florida International University | Doral, FL | Aug 2015 - Dec 2016 | 1 |
| Fip Realty | Miami, FL | Jun 2014 - Jul 2015 | 1 |
| Destination Maternity Corporation | Miami, FL | Jun 2014 - Jul 2014 | < 1 |
| Express, LLC | Miami, FL | Jun 2014 - Jul 2014 | < 1 |
| American Eagle Outfitters Inc. | Miami, FL | Jun 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- FL
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- 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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