Marissa WilliamsCRD Number: 6569359
Current Firm: Eagle Strategies LLC
Marissa Williams (CRD# 6569359) is an Investment Advisor Representative working at Eagle Strategies LLC in Bellevue, WA and has over 6 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Uber||Pasco, WA||May 2021 - Current||< 1|
|Eagle Strategies LLC||Bellevue, WA||May 2019 - Current||2|
|Nylife Securities, LLC||Bellevue, WA||Aug 2017 - Current||4|
|Kevin Peterson||Bellevue, WA||Jun 2017 - Current||4|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jul 2016 - May 2017||< 1|
|Kyle Johnston||Bellevue, WA||Jun 2016 - May 2017||< 1|
|Mychele Dover||Bellevue, WA||Jun 2016 - May 2017||< 1|
|Northwestern Mutual Investment Services LLC||Bellevue, WA||Jun 2016 - May 2017||< 1|
|Unemployed||Seattle, WA||Apr 2016 - May 2016||< 1|
|Axa Advisors||Bellevue, WA||Sep 2015 - Apr 2016||< 1|
|University Of Washington Housing And Food Services||Seattle, WA||Sep 2012 - Dec 2015||3|
|University Of Washington||Seattle, WA||Sep 2011 - Aug 2015||3|
|Tri State Seed||Connell, WA||Jun 2012 - Sep 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2015|
|S65||NASAA Investment Advisors Law Examination||Apr 2019|
Total Assets Under Management13,987MILLIONS
Total Number of Accounts66,451ACCOUNTS
Average Account Value$210,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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