Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marianne? Claim Your ProfileMarianne Courbis is an active investment advisor representative with over 22 years of experience. Marianne has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2001. Prior to that, Marianne held positions at DEUTSCHE BANK SECURITIES INC., CHASE SECURITIES INC., MONTGOMERY SECURITIES, and BARABAN SECURITIES, INC. Marianne has a diverse background and is licensed in 53 states and districts. Marianne specializes in providing investment advice to a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Marianne’s areas of focus include: portfolio management, performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, 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.
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
CA
07/17/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ROSEVILLE CA)
CA
04/19/2004 - 02/21/2007
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
NY
04/17/2001 - 02/11/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/12/2000 - 03/16/2001
CHASE SECURITIES INC. (NEW YORK NY)
NY
08/11/2000 - 09/12/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
09/06/1996 - 10/01/1996
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
CA
02/08/1996 - 08/28/1996
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 12/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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