Alec RosarioCRD Number: 6091894
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Alec Rosario (CRD# 6091894) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Merrillville, IN and has over 5 years of experience in the finance industry.
Lpl Financial LLC
Oneamerica Securities, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Merrillville, IN||Oct 2017 - Current||< 1|
|Bank Of America, N.a.||Merrillville, IN||Oct 2017 - Current||< 1|
|Jpmorgan Securities LLC||Lansing, IL||Apr 2016 - Sep 2017||1|
|Cetera Investment Advisers LLC||Chestertown, IN||Mar 2015 - Apr 2016||1|
|Centier Bank||Chestertown, IN||Mar 2015 - Apr 2016||1|
|Edward Jones||Lafayette, IN||Mar 2013 - Mar 2015||2|
|Edward Jones Investments||Maryland Heights, MO||Sep 2012 - Mar 2013||< 1|
|Huntington University||Huntington, IN||May 2011 - Jul 2012||1|
|Huntington University||Huntington, IN||Aug 2008 - Jun 2012||3|
|Huntington University||Huntington, IN||Aug 2009 - Jun 2011||1|
|Ray's Roofing Supply||Hammond, IN||Jun 2010 - Aug 2010||< 1|
|Springhill Camps||Seymour, IN||Jun 2009 - Jul 2009||< 1|
|Schererville Auto Center||Schererville, IN||Jun 2008 - Aug 2008||< 1|
|Union Township / Wheeler High School||Valparaiso, IN||Aug 2002 - Jun 2008||5|
|Centier Bank||Merrville, IN||Sep 2007 - Apr 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
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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