Unclaimed
Linda Ann Marschke has been a registered investment advisor for over 30 years. Linda began her career at Smith Barney, Harris Upham & Co., Incorporated and most recently worked at Prudential Investment Management Services LLC. Linda is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and provides financial planning and portfolio management services for individuals and businesses. Linda is registered with the State of New York as both a broker-dealer and investment advisor.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
IL
11/22/2013 - 03/31/2015
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
NJ
05/28/1998 - 07/15/2013
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
07/17/1996 - 02/09/1998
SALOMON BROTHERS INC. (NEW YORK NY)
CT
04/06/1992 - 07/10/1996
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
PA
02/17/1989 - 06/21/1991
DIRECTED SERVICES, INC. (WEST CHESTER PA)
NA
01/13/1987 - 03/28/1988
THOMSON MCKINNON SECURITIES INC.
NA
10/22/1985 - 12/18/1986
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 05/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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