Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marisa? Claim Your ProfileMarisa Litwinsky is an Investment Advisor Representative at Wells Fargo Advisors Financial Network, LLC. Marisa has been in the financial industry since 2008. Marisa has a Series 7, Series 66 and SIE license. Marisa also has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Marisa specializes in working with high net worth individuals, charitable organizations, corporations, pension plans, and insurance companies. Marisa provides services such as financial planning, investment consulting services to institutional clients, selection of other advisers, and portfolio management.
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.
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.
Investment consulting services to institutional clients
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.
1
2
PA
11/23/2020 - Present
Wells Fargo Advisors Financial Network, LLC (WILKES-BARRE PA)
PA
11/06/2008 - 11/25/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILKES BARRE PA)
BOTH
Issued 12/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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