Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcia? Claim Your ProfileMarcia Jane Lieske is a registered representative at Osaic Advisory Services, LLC with over 10 years of experience in the financial industry. Marcia specializes in providing financial planning, pension consulting and portfolio management for individuals, businesses, and charitable organizations. She has also been involved in providing administrative support to advisors at other firms. Prior to joining Osaic, Marcia worked at Woodbury Financial Services, Inc. and Investment Centers of America, Inc. Marcia is licensed in Wisconsin and holds the Series 66, Series 7, Series 24, and SIE licenses.
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
WI
10/23/2024 - Present
Osaic Advisory Services, LLC (Waupaca WI)
WI
03/21/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WAUPACA WI)
WI
10/27/2014 - 03/19/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
05/05/2014 - 03/19/2018
SII INVESTMENTS, INC. (APPLETON WI)
BOTH
Issued 10/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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