Cfp Marissa Kivett
As a CERTIFIED FINANCIAL PLANNER professional and Portfolio Manager, I am dedicated to helping my cl...
Greater Boston, Greater Boston, United States
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Cfp Marissa Kivett’s Email marissa.kivett@ubs.com
Social Media
Cfp Marissa Kivett’s Location Greater Boston, Greater Boston, United States
Cfp Marissa Kivett’s Current Industry Ubs
Cfp Marissa Kivett’s Prior Industry Wells Fargo Advisors | Morgan Stanley Smith Barney | Citigroup Smith Barney | State Street | Arnold Worldwide
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Work Experience
Ubs
First Vice President Wealth Management
2020-10-01 00:00:00 - Present
Wells Fargo Advisors
Vice President, Investment Officer
2009-09-01 00:00:00 - 2020-10-01 00:00:00
Morgan Stanley Smith Barney
Financial Advisor
2009-06-01 00:00:00 - 2009-09-01 00:00:00
Citigroup Smith Barney
Financial Advisor
2008-01-01 00:00:00 - 2009-06-01 00:00:00
State Street
Sales/Marketing Support
2006-06-01 00:00:00 - 2007-12-01 00:00:00
Arnold Worldwide
Intern
2005-01-01 00:00:00 - 2005-01-01 00:00:00Skills
Languages
FAQ About Cfp Marissa Kivett
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Cfp Marissa Kivett is located at
Greater Boston, Greater Boston, United States -
Cfp Marissa Kivett is a As a CERTIFIED FINANCIAL PLANNER professional and Portfolio Manager, I am dedicated to helping my clients manage their assets, as well as liabilities, to reach their financial goals. Through a long-term investment approach, I work with clients to develop and implement strategies for building wealth and pursuing their goals. My mission is to provide objective and timely financial advice and guidance with a high level of professional service. This information is intended for use by residents of MA, CA, VT, CO, NV, OK, WA, NY, RI, NH, NJ, FL and TX. CA Insurance License Number 0H38074. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
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Cfp Marissa Kivett currently works in the Ubs |
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No Languages Available
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Cfp Marissa Kivett has prior
experience in the following industries:
Wells Fargo Advisors | Morgan Stanley Smith Barney | Citigroup Smith Barney | State Street | Arnold Worldwide -
Cfp Marissa Kivett has the following professional experience:
Ubs | Wells Fargo Advisors | Morgan Stanley Smith Barney | Citigroup Smith Barney | State Street | Arnold Worldwide -
You can view Cfp Marissa Kivett’s LinkedIn profile at LinkedIn URL
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Cfp Marissa Kivett’s work email
addresses are
marissa.kivett@ubs.com -
Ubs |
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