![Marisa Dehoff, financial advisor York PA](/img/ws/profile-blank-sq.png)
Marisa Dehoff (CRD# 7212550) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in York, PA and has over 3 years of experience in the finance industry.
![Joseph Adamchak, financial advisor York PA](/img/ws/profile-blank-sq.png)
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Brandon Adams, financial advisor York PA](/img/ws/profile-blank-sq.png)
CRD# 5372026
Rkl Private Wealth
![Jon Adams, financial advisor York PA](/img/ws/profile-blank-sq.png)
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | York, PA | Dec 2019 - Current | 4 |
Wellspan Philaven | Mt. Gretna, PA | Aug 2017 - May 2020 | 2 |
The Pennsylvania State University | York, PA | Aug 2017 - May 2020 | 2 |
York County School District | York, PA | Aug 2016 - Dec 2018 | 2 |
Niagara Orleans Boces | Sanborn, NY | Jan 2015 - Jun 2016 | 1 |
Heritage Christian Services | Williamsville, PA | Dec 2014 - Sep 2015 | < 1 |
Niagara County Community College | Sanborn, NY | Aug 2012 - Aug 2015 | 3 |
The Summit Center | Williamsville, NY | Sep 2014 - Jan 2015 | < 1 |
Bonton | Lockport, NY | Nov 2012 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- PA
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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