Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcella? Claim Your ProfileMarcella Haines is a financial advisor with over 40 years of experience in the industry. Marcella is registered with LPL Financial LLC and is licensed in several states, including Oregon, Washington, Texas, New Jersey, and more. Marcella has a strong background in investment advisory services and financial planning. Marcella specializes in working with individuals and businesses to develop and implement personalized financial plans. She has a deep understanding of the financial markets and can provide expert guidance on a range of financial matters, including retirement planning, investment management, and estate planning.
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.
Consulting and other non-discretionary advisory services
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
OR
07/31/1995 - Present
LPL Financial LLC (BAKER CITY OR)
MO
06/23/1981 - 03/01/1990
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 06/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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