Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karrisa? Claim Your ProfileKarrisa Marinez is a financial advisor with Northwestern Mutual Investment Services, LLC. Karrisa has been in the financial industry for over a year. Karrisa holds a Series 7TO and Series 66 license and is licensed to provide investment advice in Florida. Previously, Karrisa worked at Fidelity Brokerage Services LLC. Karrisa also has experience in various industries, including real estate, customer service, and restaurant management.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
10/06/2021 - Present
Northwestern Mutual Investment Services, LLC (TAMPA FL)
FL
09/03/2020 - 08/06/2021
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 09/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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