Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marianne? Claim Your ProfileMarianne Bentivegna is a financial advisor with Charles Schwab & CO., Inc. Marianne has been in the securities industry since 1993. Marianne holds licenses in California and has earned the Series 7, 8, 9, 10, 63, and 66 licenses. Marianne has prior experience with Robertson, Stephens & Company, L.P. as well. Marianne's current affiliation with Charles Schwab & CO., Inc. began in June of 2020.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
06/22/2020 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
CA
10/25/2016 - 07/12/2018
CHARLES SCHWAB & CO., INC. (NAPA CA)
TX
01/07/1994 - 01/07/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
07/19/1993 - 12/16/1993
ROBERTSON, STEPHENS & COMPANY, L.P. (SAN FRANCISCO CA)
TX
02/09/1993 - 07/08/1993
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 01/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/21/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Marianne Bentivegna is the right advisor for you? Invested Better is here to help.
