Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marci? Claim Your ProfileMarci Brodsky is a financial advisor with over 25 years of experience in the industry. Marci has held positions at several well-known firms including UBS Financial Services Inc., Wells Fargo Clearing Services, LLC, and Credit Suisse First Boston LLC. Currently, Marci works at Ameriprise Financial Services, LLC in Deerfield, Illinois. Marci holds the Series 7 and Series 63 licenses as well as the SIE exam. Marci is registered in 27 states and specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
IL
10/20/2023 - Present
Ameriprise Financial Services, LLC (DEERFIELD IL)
IL
02/15/2013 - 10/18/2023
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
IL
05/01/2003 - 02/27/2013
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
NY
01/17/2003 - 05/12/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
10/20/1998 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 11/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Marci Brodsky is the right advisor for you? Invested Better is here to help.
