Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marissa? Claim Your ProfileMarissa Ferris is a registered investment advisor representative with First Trust Advisors LP. Marissa is licensed to provide investment advice in Texas and Illinois. She has been in the industry since January 2018. Her firm, First Trust Advisors LP, has its main office in Wheaton, Illinois. The firm manages over 210 billion dollars in assets. Marissa is also a licensed Series 66, Series 7 and SIE exam holder. She has experience working with a wide range of clients, including high-net-worth individuals, corporations, investment companies, 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.
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.
Strategic management for diversified investment portfolios.
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.
Fixed fees per unit (uits) for portfolio supervisory services
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TX
02/14/2018 - Present
First Trust Advisors LP (AUSTIN TX)
BOTH
Issued 02/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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