Unclaimed
Marie Abigail Reichenbach is a financial advisor with over 18 years of experience in the financial services industry. Marie currently works at MFS Institutional Advisors Inc. as an Investment Adviser Representative. She is registered in Massachusetts, California, Hawaii and Nevada. Marie is a Series 7, Series 63, Series 65, and Series 66 licensed financial advisor. Previously, Marie worked at American Funds Distributors, Inc. and TD Ameritrade. She is also a board member for the HOA Irena Townhomes Redondo Beach.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transfer pricing arrangements with affiliates
1
2
MA
10/25/2022 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
CA
12/17/2018 - 07/19/2022
AMERICAN FUNDS DISTRIBUTORS, INC. (Los Angeles CA)
MA
07/27/2017 - 09/26/2018
TD AMERITRADE, INC. (BOSTON MA)
PA
03/18/2013 - 01/20/2017
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
VA
12/04/2007 - 09/11/2012
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NC
01/12/2004 - 07/06/2006
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
03/26/2001 - 01/25/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 08/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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