Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marissa? Claim Your ProfileMarissa Hammerstrom is an active financial advisor with a background in financial services. Marissa has experience with various firms, including Key Investment Services, Oppenheimer & Co. Inc., Morgan Stanley, and D.A. Davidson. Marissa has also served as treasurer for the Chelan-Douglas County Volunteer Attorney Services and as a board member for the NCW Estate Planning Council. Marissa currently works at Osaic Advisory Services, LLC where she specializes in providing financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
WA
11/15/2023 - 06/14/2024
SECURITIES AMERICA, INC. (MALAGA WA)
WA
10/05/2021 - 10/12/2023
D.A. DAVIDSON & CO. (WENATCHEE WA)
WA
06/17/2021 - 09/29/2021
MORGAN STANLEY (Seattle WA)
WA
12/06/2018 - 05/07/2021
OPPENHEIMER & CO. INC. (SEATTLE WA)
WA
05/26/2018 - 12/17/2018
KEY INVESTMENT SERVICES LLC (BELLEVUE WA)
IA
Issued 05/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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