Marissa Bearden, financial advisor San Francisco CA
88 score

Marissa Bearden

CRD Number: 6298022
Current Firm: Ubs Financial Services Inc.

Marissa Bearden (CRD# 6298022) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. San Francisco, CA Feb 2014 - Current 2
Unemployed Pinole, CA Dec 2013 - Feb 2014 < 1
Full-time Education Hayward, CA Jun 2012 - Dec 2013 1
Bank Of America, N.a. Concord, CA May 2005 - Jun 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Marissa S. Bearden
Phone Number: 201-352-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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