Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marissa? Claim Your ProfileMarissa Magnuson is an investment advisor representative who has been in the industry since February 2012. Marissa is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since October 2007. Previously, Marissa worked at CHASE INVESTMENT SERVICES CORP.. Marissa is registered in Connecticut, Florida, and New York. Marissa holds the following licenses: Series 6, Series 7, Series 63, Series 66 and SIE.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
04/19/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
08/14/2006 - 10/11/2007
CHASE INVESTMENT SERVICES CORP. (EAST MEADOW NY)
BOTH
Issued 11/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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