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Marisa Litwinsky

17 Years of Experience
Wilkes-Barre, PA
BrokerSells Insurance

Marisa Litwinsky is a registered investment advisor at Wells Fargo Advisors, based in Wilkes-Barre, PA, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

613 Baltimore Dr Ste 3, [Satellite], Wilkes-Barre, PA, 18702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Marisa has 100% ownership in JAR Research Inc. and 40% ownership in WMLL Research, LLC, dedicating minimal time to each. She also works as a financial advisor for Princeton Harriman Insurance Solutions, dedicating a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2020 - Present · 5 yrs 6 mos
Wells Fargo Advisors
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2008 - November 2020 · 11 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2008 - November 2020 · 12 yrs
State Registrations21 states
ALAZCACTDEFLGAMAMDMEMINCNJNYOHPASCTXUTVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.