Alisa Danaj (CRD# 7600098) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Texas City, TX | Jul 2022 - Current | 1 |
University Of Houston Clear Lake | Clear Lake, TX | Jan 2022 - May 2023 | 1 |
Wells Fargo | Friendswood, TX | Apr 2021 - May 2022 | 1 |
Friendswood Eye Center | Friendswood, TX | Aug 2019 - Apr 2022 | 2 |
Cedar Fair: (schlitterbahn): | Galveston, TX | Feb 2022 - Mar 2022 | < 1 |
College Of The Mainland | Texas City, TX | Aug 2018 - Dec 2021 | 3 |
Friendswood Eye Center | Friendswood, TX | Aug 2019 - Apr 2021 | 1 |
Pacsun | Texas City, TX | Jun 2019 - Oct 2019 | < 1 |
Pacsun | Texas City, TX | Apr 2019 - Jul 2019 | < 1 |
Clear Falls Highschool | League City, TX | Aug 2016 - Jun 2019 | 2 |
Schlitterbahn Waterpark | Galveston, TX | Jan 2019 - Apr 2019 | < 1 |
Bon Appetit Cafe | League City, TX | Aug 2018 - Jan 2019 | < 1 |
Kemah - Amusements-boardwalk | Kemah, TX | Apr 2018 - Jun 2018 | < 1 |
Bayside Intermediate | League City, TX | Jan 2016 - Jun 2016 | < 1 |
Rickards Middle School | Fort Lauderdale, FL | Aug 2013 - Dec 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.