Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clarissa? Claim Your ProfileClarissa Lee Coombs has been a financial advisor for over 20 years and has built a strong track record of working with clients to achieve their financial goals. Clarissa holds the Series 66, Series 7, and SIE exams and is licensed to provide advisory services in 27 states. Clarissa is currently employed with &partners, where she provides financial planning, portfolio management, and other advisory services to a wide range of clients. Clarissa has a deep understanding of the financial markets and is committed to providing her clients with personalized advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
NY
10/25/2024 - Present
&partners (Lansing NY)
NY
09/26/2018 - 08/17/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ITHACA NY)
NY
12/07/2012 - 09/18/2018
MORGAN STANLEY (ITHACA NY)
NY
03/29/2012 - 12/13/2012
LPL FINANCIAL LLC (ELMIRA NY)
OH
07/18/2005 - 03/30/2010
NFP SECURITIES, INC. (WESTERVILLE OH)
IA
05/28/1998 - 08/03/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 02/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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