Socorro Evangeline Fajardo
CRD Number: 6326014Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Socorro Evangeline Fajardo (CRD# 6326014) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Willowbrook, IL and has over 8 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | La Grange, IL | Jul 2017 - Current | 6 |
| Bank Of America, N.a. | La Grange, IL | Jul 2017 - Current | 6 |
| Princor Financial Services Corp | Downers Grove, IL | Mar 2016 - Jul 2017 | 1 |
| Principal | Downers Grove, IL | Mar 2016 - Jul 2017 | 1 |
| Nylife Securities LLC | Schaumburg, IL | Feb 2016 - Apr 2016 | < 1 |
| New York Life Insurance Company | Schaumburg, IL | Apr 2014 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- IL
- 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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