Unclaimed
Brenda Marie Marzynski is a financial advisor with Osaic Institutions, Inc. located in GRAND RAPIDS, MI. Brenda has been working in the financial industry since 2000 and has experience working with corporations or other businesses, individuals other than high-net-worth, and charitable organizations. Brenda provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. She is a Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MI
11/16/2011 - Present
Osaic Institutions, Inc. (GRAND RAPIDS MI)
MI
05/13/2004 - 11/01/2006
MACATAWA INVESTMENT SERVICES, INC. (GRAND HAVEN MI)
WI
12/06/2001 - 05/12/2004
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
KY
08/07/2000 - 11/08/2001
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BOTH
Issued 11/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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