Marisol Fung, CIMA®
Director of Portfolio Management at Avier Wealth Advisors- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
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Credentials
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Certified Investment Management Analyst (CIMA)
Investments & Wealth Institute -
Series 65
FINRA
Experience
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Avier Wealth Advisors
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United States
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Financial Services
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1 - 100 Employee
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Director of Portfolio Management
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Apr 2022 - Present
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Dynamic Advisor Solutions
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United States
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Investment Management
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1 - 100 Employee
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Director, Portfolio Services
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Sep 2016 - Mar 2022
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Hanei Private Wealth Advisors
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Chandler, Arizona, United States
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Associate Financial Advisor
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2013 - 2016
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WealthTrust, a HighTower Advisors company
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United States
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Investment Management
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1 - 100 Employee
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Registered Investment Associate
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2011 - 2013
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Charles Schwab
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United States
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Financial Services
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700 & Above Employee
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Retirement/Estate Services Operations Associate
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2010 - 2011
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Legg Mason (Acquired by Franklin Templeton)
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United States
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Financial Services
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700 & Above Employee
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Associate Analyst Equity Research
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2003 - 2006
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The Williams Capital Group, L.P., Research Division
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United States
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Investment Banking
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Associate Analyst Equity Research
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2002 - 2003
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UBS
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Switzerland
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Financial Services
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700 & Above Employee
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Associate Analyst Equity Research
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2000 - 2002
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Deutsche Bank
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Germany
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Financial Services
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700 & Above Employee
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Associate Analyst Equity Research
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1995 - 2000
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Education
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New York University
Bachelor's degree, Economics
Community
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