Jorgelina Roisenzvit
CRD Number: 5172384Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jorgelina Roisenzvit (CRD# 5172384) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newbury Park, CA and has 1 year of experience in the finance industry.
CRD# 4793512
U.s. Bancorp Advisors, LLC
CRD# 4700969
Western International Securities
CRD# 6139451
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Santa Paula, CA | Jun 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Paula, CA | Apr 2022 - Current | 2 |
| 3 Generations Arts & Shop Aka Giuva Boutique | Thousand Oaks, CA | Oct 2011 - Current | 12 |
| Bank Of America | Simi Valley, CA | Oct 2020 - Apr 2022 | 1 |
| Unemployed | Fresno, CA | Nov 2019 - Oct 2020 | < 1 |
| Marshalls | Fresno, CA | Apr 2019 - Nov 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- CA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
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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