Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marisa? Claim Your ProfileMarisa Leah Dilorenzo davidson is a financial advisor with over 17 years of experience in the financial industry. Marisa is currently registered with Equitable Advisors, LLC and holds Series 6, 7, 63, and 66 licenses. Marisa has been with Equitable Advisors, LLC since 2009 and has previously been registered with MML Investors Services, Inc. Marisa has a diverse range of experience in the financial industry and is dedicated to helping 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.
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
WA
04/21/2010 - Present
Equitable Advisors, LLC (RENTON WA)
WA
05/05/2006 - 12/16/2008
MML INVESTORS SERVICES, INC. (SEATTLE WA)
BOTH
Issued 04/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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