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Marisa Robison

National Financial Services LLC

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About Marisa Robison

Marisa Robison is a financial professional with over 15 years of experience in the financial services industry. Marisa is currently registered with National Financial Services LLC and Fidelity Brokerage Services LLC. Marisa has previously held positions at Fidelity Investments Institutional Services Company, Inc., National Financial Services LLC, and Fidelity Brokerage Services LLC. Marisa is licensed to sell securities in the state of Rhode Island. Marisa holds the Series 7, Series 24 and SIE licenses.

Firm Information

Marisa Robison is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Marisa Robison’s Registration & Firm History

RI

05/05/2020 - Present

National Financial Services LLC (SMITHFIELD RI)

RI

09/29/2008 - 05/04/2015

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

MA

05/20/2009 - 01/15/2010

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

RI

05/20/2009 - 01/13/2010

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 01/30/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Marisa Robison.
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