Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marianne? Claim Your ProfileMarianne Watson is an investment advisor representative with LPL Financial LLC, a firm based in Fort Mill, SC. Marianne has been in the industry since June 2002 and is registered in 21 states and two provinces. Marianne has also passed several exams, including the Series 6, 7, 63, and 65 exams, as well as the SIE exam. Prior to joining LPL Financial LLC, Marianne worked with CETERA Investment Services LLC, which specializes in providing investment services to individuals, families, and businesses. Marianne is committed to providing her clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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
MI
06/27/2024 - Present
LPL Financial LLC (HARBOR SPRINGS MI)
MI
06/20/2002 - 06/27/2024
CETERA INVESTMENT SERVICES LLC (HARBOR SPRINGS MI)
IA
Issued 02/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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