Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marian? Claim Your ProfileMarian Cassidy is a financial advisor with over 20 years of experience in the industry. Marian is registered with the state of Oklahoma as an investment advisor representative. She is also a registered representative with FINRA and a member of the United Planners' Financial Services Of America A Limited Partner. Marian provides financial planning, portfolio management, and selection of other advisors for individuals and businesses. Cassidy's firm manages over $9 billion in assets for more than 43,000 clients. They serve a wide range of clients including high-net-worth individuals, corporations, individuals other than high-net-worth, and charitable organizations. Marian Cassidy and her firm offer a variety of advisory services to meet the needs of their clients.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
09/24/2004 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
BOTH
Issued 09/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Marian Cassidy is the right advisor for you? Invested Better is here to help.
