Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marisol? Claim Your ProfileMarisol Fung is an Investment Advisor Representative with Avier Wealth Advisors. She is a licensed Investment Advisor Representative in the state of Arizona. Marisol Fung has been working in the financial services industry for over 15 years. She previously worked at Purshe Kaplan Sterling Investments, Charles Schwab & Co., Inc., Stifel, Nicolaus & Company, Incorporated, Legg Mason Wood Walker, Incorporated, The Williams Capital Group, L.P., UBS Warburg LLC and Deutsche Bank Securities Inc. Marisol Fung specializes in providing financial planning, portfolio management for individuals and educational seminars. Marisol Fung has a Series 7, Series 63, Series 86, and Series 87 license.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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AZ
05/27/2022 - Present
Avier Wealth Advisors (CHANDLER AZ)
AZ
11/10/2011 - 12/02/2013
PURSHE KAPLAN STERLING INVESTMENTS (CHANDLER AZ)
AZ
08/16/2011 - 10/24/2011
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
NY
12/01/2005 - 04/21/2006
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
MD
02/12/2003 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
06/11/2002 - 01/16/2003
THE WILLIAMS CAPITAL GROUP, L.P. (NEW YORK NY)
NY
06/10/2000 - 06/10/2002
UBS WARBURG LLC (NEW YORK NY)
NY
03/06/1997 - 04/24/2000
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
IA
Issued 05/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/26/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
Active
Inactive
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