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Fonda Markley is a financial advisor with Cetera Investment Advisers LLC in Mechanicsburg, Pennsylvania. Fonda has been in the financial industry for over 13 years. Fonda has experience in providing financial advice to a range of clients, including individuals, families, businesses, and retirement plans. Fonda is also a Certified Financial Planner. Fonda has a commitment to providing personalized and comprehensive financial planning services to her clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (MECHANICSBURG PA)
PA
10/28/2013 - 09/27/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WORMLEYSBURG PA)
PA
10/15/2010 - 10/29/2013
MORGAN STANLEY (HARRISBURG PA)
BOTH
Issued 10/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/10/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 10/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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