Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marissa? Claim Your ProfileMarissa Griebel Ellerbe beth is a financial advisor who has been in the industry since 2013. Marissa is currently registered with Kestra Advisory Services, LLC and is also registered with the state of Texas. Marissa is licensed in 53 states and the District of Columbia. Marissa's areas of expertise include financial planning, pension consulting, and selection of other advisors. Marissa also provides portfolio management services for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
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2
TX
04/19/2016 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
02/20/2013 - 09/02/2015
VOYA FINANCIAL ADVISORS, INC. (AUSTIN TX)
BOTH
Issued 11/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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