Unclaimed
Marianna Gidley is a financial professional with over 12 years of experience in the financial services industry. Marianna is currently a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. She has held a Series 6, Series 63 and SIE license since 2010. Marianna previously worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC in Denver, Colorado. Marianna has a broad range of experience and specializes in serving the needs of high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, charitable organizations, insurance companies, state or municipal government entities and banking or thrift institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
12/19/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
CO
01/18/2010 - 11/09/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
BC
Issued 11/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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