Unclaimed
Marcy Bibler is a financial advisor with over 20 years of experience. She currently works at Cetera Investment Advisers LLC in Findlay, OH. Marcy has experience working with a range of clients, including individuals, businesses, and charitable organizations. Marcy offers a variety of services, including financial planning, portfolio management, and pension consulting. She is committed to providing her clients with personalized advice and guidance to help 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.
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.
1
2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (Findlay OH)
OH
03/17/2010 - 10/07/2022
FIFTH THIRD SECURITIES, INC. (FINDLAY OH)
OH
07/06/2005 - 02/02/2010
CHASE INVESTMENT SERVICES CORP. (FINDLAY OH)
IL
03/19/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 11/4/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/2/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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