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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marissa? Claim Your ProfileMarissa Lynn Kirchner is an investment advisor representative associated with LPL Financial LLC, located in NORTH ADAMS, Massachusetts. Marissa has been a registered investment advisor representative for about a year, having started their career in the financial services industry in January 2005. Their prior experience includes a role at Greylock Federal Credit Union in Pittsfield, Massachusetts. In addition to their registration as an investment advisor representative, Marissa holds the Series 66, 6TO, 7TO and SIE securities licenses. Marissa is currently registered in multiple states including Massachusetts, California, Connecticut, Florida, New York, South Carolina and Vermont.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
06/07/2023 - Present
LPL Financial LLC (NORTH ADAMS MA)
BOTH
Issued 03/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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