Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcie? Claim Your ProfileMarcie Jill Pickard is a financial advisor with over 12 years of experience in the industry. She is a registered representative and investment advisor representative in Illinois. Marcie Jill Pickard is currently employed by Arthur M. Cohen & Associates LLC, where she provides financial planning and portfolio management services to individuals and families. Marcie Jill Pickard previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Republic Partners, LLC. Marcie Jill Pickard holds the Series 66, Series 7 and SIE licenses and is a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of third party adviser fees
1
2
IL
01/22/2024 - Present
Arthur M. Cohen & Associates LLC (Glencoe IL)
IL
04/07/2016 - 08/28/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
BOTH
Issued 05/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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