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Marissa Ditler is an Investment Advisor Representative with Main Management, LLC. Marissa is registered to provide investment advice in California. She has been a licensed investment advisor since 2022. Marissa received a Series 65 license on July 23, 2022, and holds a current registration with the state of California. Marissa has a background in finance and has experience in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
07/25/2022 - Present
Main Management, LLC (SAN FRANCISCO CA)
IA
Issued 07/23/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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