Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marisa? Claim Your ProfileMarisa Lindsey Beth is a financial advisor at Empower Advisory Group, LLC. Marisa has been in the financial services industry since 2005. Marisa holds Series 6, 7, 63, and 66 securities licenses. Marisa specializes in financial planning, portfolio management for individuals and educational seminars. Marisa has worked for several financial institutions, including First Citizens Bank, First Citizens Investor Services, BB&T Retirement & Institutional Services, Ascensus, and GWFS Equities, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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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2
CO
11/22/2021 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
NC
08/12/2013 - 03/08/2017
FIRST CITIZENS INVESTOR SERVICES, INC. (CHARLOTTE NC)
NC
12/19/2012 - 08/09/2013
NEWPORT GROUP SECURITIES, INC. (CHARLOTTE NC)
WA
08/08/2005 - 12/04/2012
PRINCOR FINANCIAL SERVICES CORPORATION (SEATTLE WA)
CA
12/18/2003 - 08/11/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
TN
08/25/2003 - 09/09/2003
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
BC
Issued 11/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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