Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marceil? Claim Your ProfileMarceil Helene Shepherd is an investment advisor representative at Fidelity Personal And Workplace Advisors. Marceil has been working in the financial services industry since October 25, 1996. Marceil is registered with the Securities and Exchange Commission (SEC) and is a Registered Representative (RR) with FINRA. Marceil is licensed in 51 states and is a registered investment advisor in 3 states. Marceil is currently licensed to offer securities products in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Marceil is also a registered investment advisor in California, New Mexico, and Texas.
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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2
NM
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (ALBUQUERQUE NM)
NM
03/12/1996 - 05/05/2011
METLIFE SECURITIES INC. (ALBUQUERQUE NM)
NM
03/12/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ALBUQUERQUE NM)
BOTH
Issued 03/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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