Desiree AndersonCRD Number: 7128334
Current Firm: Edward Jones
Desiree Anderson (CRD# 7128334) is an Investment Advisor Representative working at Edward Jones in Monroe, WA and has over 3 years of experience in the finance industry.
Wyatt Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Edward Jones||St Louis, MO||Jun 2019 - Current||3|
|Receiving Navy Pension||Arlington, WA||Mar 2016 - Jun 2019||3|
|Us Navy||St Louis, MO||Mar 1997 - Mar 2019||22|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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