Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mara? Claim Your ProfileMara Victoria Shiffman is a financial advisor in Farmington, Michigan. Mara has been in the financial services industry since 2010. Mara currently works for Fidelity Personal And Workplace Advisors and is also registered with the state of Michigan. Previously, Mara worked for Kingwood Capital Partners, LLC, Northern Lights Distributors, LLC, Motif, J.P. Morgan Institutional Investments Inc., and New England Securities. Mara has experience with a wide range of financial products and services, including portfolio management, financial planning, and education 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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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MI
03/30/2022 - Present
Fidelity Personal AND Workplace Advisors (FARMINGTON MI)
CA
10/06/2021 - 05/06/2022
KINGSWOOD CAPITAL PARTNERS, LLC (SAN DIEGO CA)
NE
07/09/2018 - 10/04/2019
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
CA
11/29/2017 - 05/07/2018
MOTIF (SAN MATEO CA)
NY
02/20/2014 - 11/27/2017
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
IL
10/27/2010 - 02/17/2011
NEW ENGLAND SECURITIES (NORTHBROOK IL)
BOTH
Issued 02/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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