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 an investment advisor representative at Cetera Investment Advisers LLC, with over 30 years of experience in the financial services industry. Marie is a licensed investment advisor representative in Virginia. In addition to working with Cetera Investment Advisers LLC, Marie Canterbury also owns Canterbury Wealth Management and is a registered representative for Opta Financial, a registered investment advisor. Marie Canterbury has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations.
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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VA
09/05/2023 - Present
Cetera Investment Advisers LLC (FAIRFAX VA)
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 03/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/22/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/14/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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