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Maressa Etzig-marin

Sageview Advisory Group, LLC

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About Maressa Etzig-marin

Maressa Etzig-marin is a financial advisor with Sageview Advisory Group, LLC. Maressa has been in the industry since 2015 and is registered with the state of Florida. Maressa specializes in providing financial planning and asset management services to individuals, corporations, and pension plans. Maressa has a Certified Financial Planner designation and has passed the Series 6, Series 63, and Series 65 exams. Maressa is committed to providing her clients with personalized financial advice that meets their individual needs.

Firm Information

Maressa Etzig-marin is currently registered with Sageview Advisory Group, LLC. Sageview Advisory Group, LLC is a financial advisory firm headquartered in Newport Beach, CA. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, state and municipal government entities, and pension and profit-sharing plans. They manage over $202 billion in assets for over 34,000 clients.
Sageview Advisory Group, LLC

4000 MACARTHUR BLVD.

NEWPORT BEACH, CA 92660

$202.57B

Assets Under Management

5

Total Clients

117

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Maressa Etzig-marin’s Registration & Firm History

FL

10/13/2020 - Present

Sageview Advisory Group, LLC (West Palm Beach FL)

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Licenses & Designations

IA

Issued 09/10/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maressa Etzig-marin.
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