Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marciana? Claim Your ProfileMarciana Elliott is a financial advisor with Osaic Wealth, Inc. Marciana has been in the financial industry since 1994 and has experience in multiple aspects of the business. Marciana has also been a registered advisor with PARK AVENUE SECURITIES LLC and AXA ADVISORS, LLC. Marciana holds several licenses and certifications, including Series 7, 24, 52, and 65. Marciana specializes in providing financial planning and investment advice 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
AZ
09/29/2015 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
11/30/2010 - 04/07/2015
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/05/2000 - 01/29/2008
AXA ADVISORS, LLC (NEW YORK NY)
AZ
08/23/1995 - 07/01/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
01/06/1995 - 01/25/1995
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
NY
06/01/1992 - 08/11/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
07/14/1988 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
BC
Issued 01/07/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/25/2011
Series 4 - Registered Options Principal Examination
BC
Issued 04/02/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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