Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marisa? Claim Your ProfileMarisa Joelson is an investment advisor representative with Savvy. Marisa has been working in the financial industry since 2005. Marisa has a Series 63, Series 66, Series 7, Series 86, and Series 87 license. Marisa is registered in Delaware. Marisa has experience working at Lincoln Financial Advisors Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Citigroup Global Markets Inc. Marisa's current firm, Savvy, has 66 clients and approximately $1.295 billion in assets under management. Savvy provides investment advice to individuals, corporations, charitable organizations, and pension plans.
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.
Helps you choose top advisors aligned with your financial goals.
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
NY
10/06/2023 - Present
Savvy (NEW YORK NY)
VA
07/14/2017 - 09/13/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (VIENNA VA)
DC
08/21/2014 - 07/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
NY
09/13/2005 - 02/09/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/09/2005 - 09/06/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
BOTH
Issued 09/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/28/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
Active
Inactive
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