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Desiree Marvel Sii

Assetmark, Inc.

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About Desiree Marvel Sii

Desiree Marvel Sii is a financial professional with over 23 years of experience in the industry. Desiree is a registered investment advisor representative with Assetmark, Inc. Desiree holds several professional licenses and certifications, including Series 66, Series 63, Series 53, Series 24, Series 52TO, SIE, and Series 7. Prior to joining Assetmark, Inc., Desiree worked at various firms, including OSAIC SERVICES, INC., Charles Schwab & Co., Inc., ROYAL ALLIANCE ASSOCIATES, INC., AIG FINANCIAL ADVISORS, INC., SUNAMERICA SECURITIES, INC. and WADDELL & REED, INC. Desiree specializes in providing investment advice and financial planning services to individuals, corporations, pension and profit-sharing plans, investment companies, charitable organizations, and insurance companies.

Firm Information

Desiree Sii is currently registered with Assetmark, Inc.. Assetmark, Inc. is a Concord, CA-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, investment companies, and pension plans, as well as selection of other advisors and pension consulting. Assetmark serves a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and investment companies. They also offer wrap fee program participation.
Assetmark, Inc.

1655 GRANT STREET

CONCORD, CA 94520-2445

$65.62B

Assets Under Management

91,910

Total Clients

166

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Desiree Sii’s Registration & Firm History

CA

06/13/2024 - Present

Assetmark, Inc. (CONCORD CA)

AZ

03/04/2015 - 05/14/2024

OSAIC SERVICES, INC. (PHOENIX AZ)

TX

11/14/2014 - 02/26/2015

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

12/26/2008 - 09/08/2014

ROYAL ALLIANCE ASSOCIATES, INC. (NEW YORK NY)

OR

10/31/2005 - 12/31/2008

AIG FINANCIAL ADVISORS, INC. (SALEM OR)

AZ

05/06/2003 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

KS

01/05/2001 - 05/15/2003

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 02/20/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/04/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/08/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Desiree Marvel Sii.
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