Alanna Cuizon-Jittayasotorn
CRD Number: 6716373Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Alanna Cuizon-Jittayasotorn (CRD# 6716373) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 2 years of experience in the finance industry.
CRD# 1102955
Castle Rock Wealth Management, LLC
CRD# 6900729
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4658169
Monterey Private Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose, CA | Feb 2023 - Current | 1 |
Ubs Financial Services Inc. | Los Angeles, CA | Oct 2016 - Jan 2023 | 6 |
Cream | Northridge, CA | Aug 2015 - Jan 2017 | 1 |
California State University, Northridge | Northridge, CA | Aug 2013 - May 2016 | 2 |
Lotus Thai Bistro | Carlsbad, CA | Jun 2011 - Aug 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2021 |
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- CA
- 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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