Carina GerscovichCRD Number: 5936803
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Carina Gerscovich (CRD# 5936803) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Bank Of America, N.a.||Winter Park, FL||Mar 2016 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Winter Park, FL||Feb 2016 - Current||2|
|Edward Jones||St Louis, MO||Sep 2012 - Feb 2016||3|
|Edward Jones||Charleston, SC||Jun 2011 - Sep 2012||1|
|Nanny||Charleston, SC||Jan 2011 - Jun 2011||< 1|
|Ocean Room At The Sanctuary||Kiawah Isalnd, SC||May 2009 - Jan 2011||1|
|Charleston Concert Association||Charleston, SC||Aug 2010 - Dec 2010||< 1|
|Nanny||Chalreston, SC||Feb 2010 - Dec 2010||< 1|
|College Of Charleston||Charleston, SC||Aug 2004 - Dec 2010||6|
|Mad River Bar And Grille||Charleston, SC||May 2009 - Aug 2009||< 1|
|Taylor Music Group||Charleston, SC||May 2008 - Jun 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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