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MM

Marissa Macdonald

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CRD#: 6984508
MM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marissa Macdonald, who also goes by Marissa Ann Macdonald, Marissa Ann Melia, was a registered financial professional .

Marissa is a previously registered financial professional and started their career in finance in 2018. Marissa had worked at 5 firms and has passed the SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marissa Ann Macdonald | Marissa Ann Melia

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 20, 2020 - December 2, 2021

FIDELITY PRIME FINANCING

BD
CRD#: 299736
BOSTON, MA
Past

February 26, 2019 - December 31, 2019

FIDELITY DISTRIBUTORS CORPORATION

BD
CRD#: 6848
BOSTON, MA
Past

February 26, 2019 - November 30, 2021

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
BOSTON, MA
Past

February 26, 2019 - April 19, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BOSTON, MA
Past

October 15, 2018 - November 30, 2021

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 10/16/2018
Securities Industry Essentials Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FP
FIDELITY PRIME FINANCING
FIDELITY PRIME FINANCING | FIDELITY PRIME FINANCING, LLC

CRD#: 299736 / SEC#: , 8-70261

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
155 Seaport Boulevard, Boston, MA 02210
Mailing Address
245 Summer Street Mail Zone: V1b, Boston, MA 02210
Phone number
(617) 563-0844
Established
Delaware since 10/02/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (9 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
FIDELITY GLOBAL BROKERAGE GROUP, INC.OWNER
CREEDON, ADAMCHIEF COMPLIANCE OFFICER5417517
HUNT, JON PETERDIRECTOR2270130
MARCHUK, ANTON VELECTED MANAGER4002432
REMMES, GREGORY JOHNPRINCIPAL OPERATIONS OFFICER, ELECTED MANAGER2169049
RHODES, NOAH BUTLERCHIEF FINANCIAL OFFICER6546392
RICHARD, STEPHEN ROBERTPRESIDENT; ELECTED MANAGER3113456
RYAN, KRISTAC.L.O.; SECRETARY
TESAURO, THOMAS JOHNC.E.O., ELECTED MANAGER1862532

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIDELITY PRIME FINANCING

CRD#: 299736

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