Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marissa? Claim Your ProfileMarissa Ann Evers is an investment advisor representative at Associated Investment Services, Inc., where she has been employed since October 2022. She is registered with the state of Illinois and holds the Series 63, 65, 7TO and SIE securities licenses. Marissa's focus is on providing financial planning and portfolio management for individuals and other advisory services including Mutual Fund Wrap and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mutual fund wrap
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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2
IL
10/20/2022 - Present
Associated Investment Services, Inc. (MACHESNEY PARK IL)
BC
Issued 11/08/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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