Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcia? Claim Your ProfileMarcia Bloemendaal has been in the financial services industry since 1989. Marcia is a registered representative of Raymond James & Associates, Inc. and has been with the firm since 2009. Marcia has a Series 7, Series 63, and Series 65 license. Marcia has worked at several other firms, including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Lehman Brothers Inc., D.A. Davidson & Co., and Dean Witter Reynolds 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.
Please see note in schedule d - miscellaneous
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.
1
2
CA
09/01/2009 - Present
Raymond James & Associates, Inc. (PALM DESERT CA)
CA
06/01/2009 - 09/14/2009
MORGAN STANLEY SMITH BARNEY (PALM DESERT CA)
CA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PALM DESERT CA)
NY
04/06/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MT
10/11/1991 - 04/16/1992
D.A. DAVIDSON & CO. (GREAT FALLS MT)
NY
11/27/1989 - 10/14/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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