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Marian Elizabeth Cieslak is a financial professional with over a decade of experience in the industry. Marian is currently registered with MML Investors Services, LLC, a leading financial services firm, and is licensed in all 50 states. Marian has a strong background in securities, having passed several industry exams including the Series 7, Series 63, and Series 53. Previously, Marian worked for Oppenheimer & Co. Inc. Marian's expertise allows to provide comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. Marian is dedicated to helping clients achieve their financial goals through personalized strategies and tailored solutions.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/04/2019 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MN
08/23/2007 - 01/26/2017
OPPENHEIMER & CO. INC. (MINNEAPOLIS MN)
BC
Issued 02/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2021
Series 4 - Registered Options Principal Examination
BC
Issued 12/09/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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