Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcia? Claim Your ProfileMarcia Abby Arnheim is a financial advisor with Sanctuary Advisors, LLC. Marcia has over 30 years of experience in the financial services industry. She holds the Series 3, 7, 63, and 65 licenses and is a Certified Financial Planner. Marcia has been registered with Sanctuary Advisors, LLC since 2015. Prior to that, Marcia was a registered representative with Citigroup Global Markets Inc. for over 15 years. She is also registered with the states of Texas and Illinois. Marcia is a highly experienced and qualified financial advisor who provides a wide range of financial services to individuals, families, and businesses.
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.
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
IL
01/03/2023 - Present
Sanctuary Advisors, LLC (CHICAGO IL)
IL
07/31/1993 - 05/27/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/25/1986 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 06/26/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1989
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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