Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marianne? Claim Your ProfileMarianne Rose Cunha is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Marianne has been in the industry since November 17, 2004 and holds licenses for both securities and investment advisory services. She has prior experience at LPL Financial LLC and Fidelity Brokerage Services LLC. Marianne is registered in several states including Massachusetts, Texas, and Arizona.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
01/11/2011 - 11/01/2013
LPL FINANCIAL LLC (MARLBOROUGH MA)
NH
01/01/2008 - 12/23/2010
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
07/17/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
RI
05/05/1999 - 01/29/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 03/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Marianne Cunha is the right advisor for you? Invested Better is here to help.
