Margarita Alvarado Hernandez
CRD Number: 7862983Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Margarita Alvarado Hernandez (CRD# 7862983) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marietta, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Marietta, GA | Jul 2021 - Current | 3 |
Bank Of America, N.a. | Marietta, GA | Jul 2021 - Current | 3 |
Horizon Painting And Renovations | Atlanta, GA | Jun 2021 - Jul 2021 | < 1 |
Chick Fila | Atlanta, GA | Mar 2021 - May 2021 | < 1 |
Atlanta Botanical Garden | Atlanta, GA | Aug 2020 - Jan 2021 | < 1 |
Unemployed | Atlanta, GA | Jan 2020 - Jul 2020 | < 1 |
American Express | Mexico City, | May 2018 - Jan 2020 | 1 |
Instituto Politecnico Nacional | Mexico City, | Apr 2016 - Apr 2018 | 2 |
Principal Financial Group | Mexico City, | Aug 2015 - Mar 2016 | < 1 |
Instituto Politecnico Nacional | Mexico City, | Jan 2012 - Jul 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2024 |
- GA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.