Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marissa? Claim Your ProfileMarissa Renee Nece is a financial advisor with over 6 years of experience in the financial services industry. Marissa is a CERTIFIED FINANCIAL PLANNER™ professional and has a Series 7 and Series 63 license. Marissa is currently registered with Mercer Global Advisors Inc. and provides financial planning, portfolio management, and estate planning services to individuals, businesses, and trusts. Marissa is also a Registered Representative and investment advisor representative for Mercer Global Advisors Inc. Marissa's previous experience includes positions at Fidelity Brokerage Services LLC, J.P. Morgan Chase, and Evesham Mortgage LLC.
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.
Trust services, estate planning, tax return preparation, consultation
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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NY
08/25/2023 - Present
Mercer Global Advisors Inc. (New York NY)
NY
11/15/2016 - 08/26/2022
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
BC
Issued 11/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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