Unclaimed
Marisa Elizabeth Camp is an investment advisor representative with Matrix Private Capital Group. Marisa has been in the industry since November 2011 and has experience working with individuals, corporations, and pooled investment vehicles. Marisa holds the Series 7, Series 66 and SIE licenses. Marisa's prior experience includes working as an advisor at Neuberger Berman BD LLC and Cresset Wealth Advisors.
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.
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.
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.
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.
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2
AZ
02/11/2020 - Present
Matrix Private Capital Group (PHOENIX AZ)
IL
11/03/2011 - 10/02/2017
NEUBERGER BERMAN BD LLC (CHICAGO IL)
BOTH
Issued 05/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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