Jose Rodriguez (CRD# 7463977) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Hyattsville, MD | Jan 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hyattsville, MD | Nov 2021 - Current | 2 |
| Employment Break | Washington, DC | Jun 2021 - Nov 2021 | < 1 |
| American University | Washington, DC | Aug 2017 - Aug 2021 | 4 |
| Banco Bdi | Santo Domingo, | Jul 2020 - Aug 2020 | < 1 |
| Just Be | Washington, DC | Jul 2019 - Aug 2019 | < 1 |
| Banco Bdi | Santo Domingo, | May 2018 - Aug 2018 | < 1 |
| Carol Morgan School | Santo Domingo, | Dec 2011 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- DC
- MD
- TX
-
Total Assets Under Management1,093,689MILLIONS
-
Total Number of Accounts2,864,234ACCOUNTS
-
Average Account Value$381,844
- 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 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)
- 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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