Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marissa? Claim Your ProfileMarissa Ortega is a financial advisor with Fidelity Personal And Workplace Advisors. Marissa is registered with both the state of New Mexico and Texas. Marissa has been in the financial services industry since 2019 and has experience in providing financial planning and investment advice to individuals, businesses, and charitable organizations.
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.
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
NM
06/27/2022 - Present
Fidelity Personal AND Workplace Advisors (ALBUQUERQUE NM)
BOTH
Issued 05/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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