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Marisa Hoan Browne is a registered Investment Advisor Representative in California. Marisa is affiliated with Carbon Collective Investing, LLC. Marisa has been a part of the investment industry since March 2022. She is also licensed to provide investment advice to individuals and investment companies. Marisa obtained her Series 65 license on April 15, 2022. Marisa has experience working in a variety of roles, including as a nanny, barista, and skydiving instructor. Her experience in these roles has given her a strong understanding of the needs of individuals and families.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CA
04/20/2022 - Present
Carbon Collective Investing, LLC (Laguna Beach CA)
IA
Issued 04/15/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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