Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marisa? Claim Your ProfileMarisa L. Downs is a registered representative with Charles Schwab & CO., Inc. Downs has been in the industry for over 5 years, with a focus on brokerage services. Downs currently holds the Series 66, 7TO, and SIE securities licenses. She is registered to provide investment advice in 36 states and the District of Columbia. Downs is also a registered investment advisor representative in Colorado. In addition to her work with Charles Schwab, Downs is also a freelance writer and editor.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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CO
02/22/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BOTH
Issued 11/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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