Marisol Algarin
CRD Number: 4248600Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Marisol Algarin (CRD# 4248600) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weston, FL and has over 23 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Weston, FL | May 2016 - Current | 7 |
| Unemployed | Miramar, FL | Oct 2015 - May 2016 | < 1 |
| Gf Investment Services, LLC | Sarasota, FL | Jul 2015 - Oct 2015 | < 1 |
| Global Wealth | Fort Lauderdale, FL | Apr 2015 - Aug 2015 | < 1 |
| Unemployed | Fort Lauderdale, FL | Aug 2014 - Apr 2015 | < 1 |
| Raymond James Financial Services,inc | Ft Lauderdale, FL | Aug 2013 - Aug 2014 | 1 |
| Provenance Wealth Advisors | Ft Lauderdale, FL | Jan 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- 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
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