Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marianna? Claim Your ProfileMarianna Sada is a financial advisor registered in California, working with Commonwealth Financial Network since October 2019. Marianna has over 20 years of experience in the financial services industry. Marianna is a dedicated professional who focuses on providing financial planning, portfolio management, and other services to a wide range of clients, including high-net-worth individuals, corporations, and non-profit organizations.
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
CA
10/17/2019 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
09/06/2012 - 10/01/2019
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
03/21/2006 - 10/01/2019
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
03/08/2005 - 03/21/2006
LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)
NE
05/12/2000 - 03/01/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 06/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/20/2020
Series 4 - Registered Options Principal Examination
BC
Issued 05/16/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Marianna Sada is the right advisor for you? Invested Better is here to help.
