Unclaimed
Marianne Donahue Larock-mcguckin is a financial advisor with over 20 years of experience in the industry. Marianne is currently registered with Voya Financial Advisors, Inc. Marianne is also licensed to sell insurance products through an independent agency. Previously, Marianne was registered with MSI FINANCIAL SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY, and MORGAN STANLEY DW INC. Marianne has a broad range of experience and holds licenses for securities and insurance products. Marianne specializes in working with high-net-worth individuals, businesses, and charitable organizations. Marianne offers a variety of services, including financial planning, portfolio management, and educational seminars.
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.
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.
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2
VA
09/14/2016 - Present
Voya Financial Advisors, Inc. (FAIRFAX VA)
DE
07/22/2004 - 07/06/2016
MSI FINANCIAL SERVICES, INC. (NEWARK DE)
MD
07/22/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (COLUMBIA MD)
NY
08/10/2000 - 06/16/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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