Fiona Alfred (CRD# 5400569) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Titusville, FL and has over 16 years of experience in the finance industry.
CRD# 6862744
Edward Jones
CRD# 4712368
Planmember Securities Corporation
CRD# 2821820
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Titusville, FL | Sep 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Titusville, FL | Jul 2022 - Current | 1 |
| Marriott Vacation World | Orlando, FL | May 2022 - Jul 2022 | < 1 |
| Wells Fargo Bank, Na | Cocoa, FL | Nov 2020 - Apr 2022 | 1 |
| Wells Fargo Clearing Services, LLC | Cocoa, FL | Nov 2020 - Apr 2022 | 1 |
| Hilton Grand Vacations | Orlando, FL | Jan 2020 - Oct 2020 | < 1 |
| Holiday Inn Club Vacations | Kissimmee, FL | Jun 2019 - Jan 2020 | < 1 |
| J.p. Morgan Securities LLC | Mount Freedom, NJ | Oct 2012 - Jun 2019 | 6 |
| Jpmorganchase Na | New York, NY | Aug 2007 - Jun 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- FL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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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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