Unclaimed
Marianna Ocarroll is a securities professional with over five years of experience in the financial services industry. Marianna has a strong understanding of the securities industry, having passed the Series 7, Series 63, and SIE exams. Marianna is currently registered with Fidelity Brokerage Services LLC and is licensed in 53 states and jurisdictions. Prior to joining Fidelity Brokerage Services LLC, Marianna worked at Vanguard Marketing Corporation. Marianna is committed to providing her clients with personalized financial advice and helping 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.
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.
1
2
UT
09/09/2021 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
AZ
11/21/2017 - 03/26/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 11/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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