Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcie? Claim Your ProfileMarcie Mayer is a financial advisor with over 23 years of experience in the financial services industry. Marcie has a broad range of experience in providing investment advice and financial planning services to individuals, families, and businesses. She is a registered representative of Oppenheimer & Co. Inc. and is also a registered investment advisor. Marcie holds the Series 63, 65, 7, 9, 10, 99 and SIE licenses. She is also a graduate of the University of Washington. Marcie is committed to providing her clients with personalized service and helping them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
01/03/2003 - Present
Oppenheimer & Co. Inc. (BELLEVUE WA)
NY
12/01/1998 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 03/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/10/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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