Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marissa? Claim Your ProfileMarissa Seleste Pattison is a financial advisor at Wells Fargo Clearing Services, LLC. Marissa has been in the financial industry since 2014, and has been registered as a Registered Representative with FINRA and as an Investment Advisor Representative with the state of Texas. Marissa has also been registered as a Registered Representative with the state of California and as an Investment Advisor Representative with the state of California. Marissa holds the Series 7 and Series 66 licenses, as well as the SIE exam. She is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining Wells Fargo, Marissa worked at First Republic Securities Company, LLC and UBS Financial Services Inc.
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.
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.
Investment consulting services to institutional clients
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
CA
05/01/2023 - Present
Wells Fargo Clearing Services, LLC (SAN FRANCISCO CA)
CA
06/23/2017 - 05/23/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
07/17/2014 - 07/14/2017
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
BOTH
Issued 12/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Marissa Pattison is the right advisor for you? Invested Better is here to help.
