Marisa Margarites
Marisa Margarites is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Manasquan, NJ, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
200 Atlantic Avenue, Manasquan, NJ, 08736
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marisa is a board member of the Belmont Condo Association since 2016. She dedicates a few hours per week to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Painewebber IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations12 states
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