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Marissa Macdonald

CRD# 6984508·Registered 2018 - 2021
Previously Registered: Being a previously registered professional could mean that Marissa 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.

Professional Summary

Marissa Macdonald, who also goes by Marissa Ann Macdonald, Marissa Ann Melia, was a registered financial advisor. Marissa was a previously registered financial professional and started their career in finance 2018 - 2021. Marissa had worked at 5 firms and has passed the SIE, Series 7 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Marissa Ann Macdonald, Marissa Ann Melia

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

8 years in the financial services industry

Current & Past Employments

FIDELITY PRIME FINANCING·CRD# 299736
BD
Boston, MA
August 20, 2020 - December 2, 2021
FIDELITY DISTRIBUTORS CORPORATION·CRD# 6848
BD
Boston, MA
February 26, 2019 - December 31, 2019
FIDELITY DISTRIBUTORS COMPANY LLC·CRD# 17507
BD
Boston, MA
February 26, 2019 - November 30, 2021
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Boston, MA
February 26, 2019 - April 19, 2022
NATIONAL FINANCIAL SERVICES LLC·CRD# 13041
BD
Boston, MA
October 15, 2018 - November 30, 2021

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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)

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

FINRA licenses (9 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
FIDELITY GLOBAL BROKERAGE GROUP, INC.OWNER—
CREEDON, ADAMCHIEF COMPLIANCE OFFICER5417517
CULLEN, KEVIN PPRESIDENT; ELECTED MANAGER5173096
HUNT, JON PETERDIRECTOR2270130
MARCHUK, ANTON VELECTED MANAGER4002432
REMMES, GREGORY JOHNPRINCIPAL OPERATIONS OFFICER, ELECTED MANAGER2169049
RHODES, NOAH BUTLERCHIEF FINANCIAL OFFICER6546392
RYAN, KRISTAC.L.O.; SECRETARY—
TESAURO, THOMAS JOHNC.E.O., ELECTED MANAGER1862532

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2018About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Feb 2019About the Series 24 exam

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CRS (Client Relationship Summary)

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

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