Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luana? Claim Your ProfileLuana Marrier holecek is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc., located in WAYZATA, MN. Luana has been in the industry since January 24, 2003 and previously worked at CITIGROUP GLOBAL MARKETS INC.. Luana is registered with both FINRA and the states of Minnesota and Texas. Luana holds the Series 7, Series 63 and Series 65 licenses. Luana specializes in providing portfolio management for individuals and businesses, pension consulting and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
06/02/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYZATA MN)
MN
01/24/2003 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (MINNEAPOLIS MN)
IA
Issued 02/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Luana Marrier holecek is the right advisor for you? Invested Better is here to help.
