Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Canterbury is a financial professional with over 30 years of experience in the financial services industry. Marie currently works as an investment advisor representative for Cetera Investment Advisers LLC. Marie is a registered representative with FINRA and is licensed in several states. Marie has worked for a variety of firms during her career including MML Investors Services, LLC and T. Rowe Price Investment Services, Inc.
WESLEY CHAPEL, FL
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.
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.
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2
FL
09/05/2023 - Present
Cetera Investment Advisers LLC (WESLEY CHAPEL FL)
VA
01/13/2021 - 09/13/2023
MML INVESTORS SERVICES, LLC (FAIRFAX VA)
VA
07/16/2012 - 01/11/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (FAIRFAX VA)
VA
01/04/2010 - 04/23/2012
WELLS FARGO ADVISORS, LLC (MCLEAN VA)
VA
06/05/2000 - 10/12/2009
AMERIPRISE FINANCIAL SERVICES, INC. (CENTREVILLE VA)
MN
06/05/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
05/03/1999 - 07/06/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MA
09/03/1996 - 03/31/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
09/27/1995 - 03/14/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
CT
09/21/1992 - 09/19/1995
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BOTH
Issued 3/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/16/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 7/22/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/14/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 9/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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