Unclaimed
Marianna Goldenberg has been in the financial services industry since 1993. Marianna currently is registered with Commonwealth Financial Network and has previously been registered with LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Salomon Brothers Inc. Marianna is licensed to offer securities and investment advisory services in various states including Pennsylvania, California, Connecticut, Delaware, Florida, Georgia, Indiana, Massachusetts, Montana, New Jersey, New York, South Carolina, South Dakota, Tennessee, Texas, Utah, and Virginia. Marianna offers various investment related services to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Marianna's specialties include financial planning, pension consulting, educational seminars, portfolio management, and the selection of other advisors.
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.
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
PA
06/02/2014 - Present
Commonwealth Financial Network (Langhorne PA)
PA
03/12/2003 - 06/06/2014
LPL FINANCIAL LLC (NEW HOPE PA)
NY
03/29/1995 - 02/19/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/11/1991 - 05/14/1993
SALOMON BROTHERS INC. (NEW YORK NY)
IA
Issued 04/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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