Maria Alderete (CRD# 6101404) is an Investment Advisor Representative working at Edward Jones in Taylorsville, UT and has over 7 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St.louis, MO | Apr 2019 - Current | 5 |
| Bank Of America, N.a. | Salt Lake City, UT | Jun 2018 - Jan 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City, UT | Mar 2018 - Jan 2019 | < 1 |
| Crewe Capital Advisors LLC | Salt Lake City, UT | Feb 2016 - Dec 2017 | 1 |
| Crewe Capital Advisors LLC | Salt Lake City, UT | Mar 2015 - Jan 2016 | < 1 |
| Edward Jones | St Louis, MO | Mar 2015 - Mar 2015 | < 1 |
| Bruce A. Lefavi Securities | Salt Lake City, UT | Sep 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- TX
- UT
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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