Alyssa Saavedra
CRD Number: 7203578Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Alyssa Saavedra (CRD# 7203578) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocean, NJ and has over 3 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Eatontown, NJ | Aug 2018 - Current | 5 |
Bank Of America, N.a. | Eatontown, NJ | Aug 2018 - Current | 5 |
Chase Bank | Jersey City, NJ | Dec 2015 - Aug 2018 | 2 |
Jared's Galleria Of Jewerly | Freehold, NJ | Dec 2017 - Jun 2018 | < 1 |
Pandora | Jersey City, NJ | Oct 2016 - Dec 2016 | < 1 |
Td Bank | Freehold, NJ | Jul 2015 - Sep 2015 | < 1 |
Victoria's Secret | Freehold, NJ | Jun 2015 - Sep 2015 | < 1 |
Pandora | Freehold, NJ | May 2015 - Aug 2015 | < 1 |
Unemployed | Marlboro, NJ | Feb 2015 - Apr 2015 | < 1 |
Best Buy | Jersey City, NJ | Oct 2014 - Jan 2015 | < 1 |
Unemployed | Marlboro, NJ | Jul 2014 - Sep 2014 | < 1 |
Lord & Taylor | Marlboro, NJ | Apr 2014 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- NJ
- 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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