![Sharina Mack, financial advisor Bala Cynwyd PA](/img/ws/profile-blank-sq.png)
Sharina Mack (CRD# 5011461) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bala Cynwyd, PA and has over 12 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
![Frank Speace, financial advisor Bala Cynwyd PA](/img/ws/profile-blank-sq.png)
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
![Mark Abbonizio, financial advisor Bala Cynwyd PA](/img/ws/profile-blank-sq.png)
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch | Bala Cynwyd, PA | Jun 2012 - Current | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- PA
- 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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