Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marian? Claim Your ProfileMarian Bliss White is a financial advisor with over 30 years of experience. Marian has held a variety of roles in the financial services industry, including working at The Mutual Life Insurance Company of New York, MONY Securities Corp., and Royal Alliance Associates, Inc. Marian is currently an Investment Advisor Representative at Belpointe Asset Management LLC. Marian is a Certified Financial Planner and holds the Series 7, Series 63, and SIE licenses.
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.
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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NV
07/08/2021 - Present
Belpointe Asset Management LLC (RENO NV)
CT
02/22/2000 - 10/11/2017
NATIONAL PLANNING CORPORATION (GREENWICH CT)
AZ
12/18/1995 - 03/02/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
01/17/1990 - 12/20/1995
MONY SECURITIES CORP. (NEW YORK NY)
NY
01/17/1990 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
MA
02/23/1988 - 09/27/1989
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
BC
Issued 04/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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