Andrea SosaCRD Number: 7040892
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Andrea Sosa (CRD# 7040892) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 3 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Miami, FL||Nov 2018 - Current||4|
|Bank Of America||Miami, FL||Jun 2015 - Oct 2018||3|
|Homemaking||Miami, FL||Sep 2014 - Jun 2015||< 1|
|Miami Dade College||Miami, FL||Jul 2013 - Sep 2014||1|
|Home||Miami, FL||May 2013 - Jul 2013||< 1|
|Lincoln Marti Schools||Miami, FL||Apr 2012 - May 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- 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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