Marissa Schneider (CRD# 7257325) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has 1 year of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Procyon Advisors LLC | Shelton, CT | Oct 2021 - Current | 2 |
Unemployed | Unemployed, WI | Jul 2021 - Sep 2021 | < 1 |
University Of Wisconsin-madison | Madison, WI | Aug 2017 - Jun 2021 | 3 |
Ameriprise Financial Services LLC | La Crosse, WI | Jun 2020 - Aug 2020 | < 1 |
Applebee's Bar And Grill | La Crosse, WI | May 2019 - Aug 2019 | < 1 |
The Gap | Madison, WI | Feb 2019 - May 2019 | < 1 |
Shenanigans | La Crosse, WI | May 2018 - Aug 2018 | < 1 |
Altra Federal Credit Union | La Crosse, WI | Sep 2015 - Aug 2017 | 1 |
Central High School | La Crosse, WI | Jan 2012 - May 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- CT
-
Total Assets Under Management6,279MILLIONS
-
Total Number of Accounts4,077ACCOUNTS
-
Average Account Value$1,540,034
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
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