Unclaimed
Marissa Crivelli is a financial professional with over 5 years of experience in the industry. Marissa is currently registered with Fidelity Brokerage Services LLC and is licensed to provide investment advice in all 50 states and the District of Columbia. Marissa has previously worked at Equitable Advisors, LLC and Pruco Securities, LLC. Marissa holds a Series 63, Series 7, Series 9, Series 10, and SIE license.
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.
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.
1
2
KY
06/21/2022 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
PA
03/25/2020 - 04/22/2022
EQUITABLE ADVISORS, LLC (PITTSBURGH PA)
PA
09/10/2019 - 02/06/2020
PRUCO SECURITIES, LLC. (Canonsburg PA)
PA
10/10/2017 - 12/06/2018
AXA ADVISORS, LLC (SEVEN FIELDS PA)
BC
Issued 11/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/21/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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