Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
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
Not sure Marisa Robison is the right advisor for you? Invested Better is here to help.