Unclaimed
March Krotee is a financial advisor with Mariner Group Capital Markets, LLC, a firm that is active in the broker-dealer space. March has been in the industry for 20+ years. Previously March worked at Z-SQUARED SECURITIES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. March has passed the Series 7TO, SIE, Series 55 and Series 7 exams. March currently works from the firm’s Harrison, NY office.
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.
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.
1
2
NY
05/10/2023 - Present
Mariner Group Capital Markets, LLC (HARRISON NY)
NY
05/07/2021 - 08/11/2021
Z-SQUARED SECURITIES, LLC (NEW YORK NY)
NY
09/01/2000 - 12/05/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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