Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marisha? Claim Your ProfileMarisha Fusco is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Marisha is a veteran of the financial services industry, having been active since 2009. Marisha has a wide range of experience working with a variety of clients including individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. Marisha's expertise extends to providing portfolio management, financial planning, pension consulting, and educational seminars. In addition to working with Merrill Lynch, Pierce, Fenner & Smith Inc., Marisha previously worked with BBVA Securities Inc. and Wells Fargo Advisors, LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
10/24/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWPORT BEACH CA)
CA
07/16/2013 - 05/07/2021
BBVA SECURITIES INC. (IRVINE CA)
CA
02/10/2012 - 05/20/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAGUNA HILLS CA)
CA
01/03/2011 - 01/31/2012
WELLS FARGO ADVISORS, LLC (LAGUNA NIGUEL CA)
CA
03/13/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (NEWPORT BEACH CA)
IA
Issued 06/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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