Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marisa? Claim Your ProfileMarisa Breton Dollard is a financial advisor with over 18 years of experience in the industry. She is currently registered with Robert W. Baird & Co. Inc. as an investment advisor representative in Florida and Tennessee. Previously, Marisa has held positions at Raymond James & Associates, Inc., Morgan Stanley, and J.P. Morgan Securities LLC. Marisa has a strong background in financial planning and portfolio management, and she specializes in serving high-net-worth individuals, families, and institutions. She is committed to providing personalized advice and strategies to help her clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Hard dollar payments for research
1
2
TN
11/01/2023 - Present
Robert W. Baird & Co. Inc. (NASHVILLE TN)
FL
05/29/2015 - 09/21/2020
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
FL
10/22/2012 - 06/08/2015
MORGAN STANLEY (BOCA RATON FL)
FL
05/13/2010 - 09/27/2012
J.P. MORGAN SECURITIES LLC (PALM BEACH FL)
FL
01/05/2005 - 04/22/2010
FIDELITY BROKERAGE SERVICES LLC (WELLINGTON FL)
IA
Issued 05/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/17/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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