Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marian? Claim Your ProfileMarian Geohegan is a financial advisor with IC Advisory Services, Inc. located in Knoxville, TN. Marian has been in the financial industry for over 23 years. Marian specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Marian is also registered as an Investment Advisor Representative in Alabama, California, Colorado, Florida, Georgia, Kentucky, Michigan, Mississippi, Missouri, Nevada, New York, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia.
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.
A percentage of the total value of assets under management is charged.
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2
TN
10/16/2019 - Present
IC Advisory Services, Inc. (KNOXVILLE TN)
TN
01/15/2010 - 10/02/2017
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
TN
05/12/2004 - 01/22/2010
WOODBURY FINANCIAL SERVICES, INC. (KNOXVILLE TN)
PA
03/13/2000 - 05/17/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NJ
11/15/1999 - 02/25/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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