Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcelline? Claim Your ProfileMarcelline Klestil is a financial advisor with over 28 years of experience in the industry. Marcelline is currently registered with Robert W. Baird & Co. Inc. Marcelline is located in the Chicago, Illinois branch of the firm. Marcelline holds the Series 6, 7 and 63 registrations and the SIE designation. Previously, Marcelline has also held positions at ABN AMRO INCORPORATED, NESBITT BURNS SECURITIES INC., MORGAN STANLEY & CO., INCORPORATED, ABN AMRO SECURITIES (USA) INC., ABN AMRO INVESTMENT SERVICES, INC., LEHMAN BROTHERS INC., and SELECTED FINANCIAL SERVICES, INC.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
IL
02/08/2001 - Present
Robert W. Baird & Co. Inc. (CHICAGO IL)
CT
08/27/1998 - 02/09/2001
ABN AMRO INCORPORATED (STAMFORD CT)
IL
10/11/1995 - 01/09/1998
NESBITT BURNS SECURITIES INC. (CHICAGO IL)
NY
06/20/1995 - 09/11/1995
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
CT
12/06/1994 - 07/06/1995
ABN AMRO SECURITIES (USA) INC. (STAMFORD CT)
IL
09/22/1993 - 12/01/1994
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
10/16/1992 - 03/23/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/03/1991 - 04/06/1992
SELECTED FINANCIAL SERVICES, INC.
BC
Issued 11/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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