Unclaimed
Marie Antoinette Kirsch is a financial professional with over 8 years of experience in the financial services industry. Marie is currently registered with LPL Enterprise, LLC in Melville, New York and is also registered in the states of California, Florida, New Jersey and New York. Marie has passed the Series 6, Series 63, Series 65 and SIE exams. Marie's previous employment includes NYLIFE Securities LLC in Melville, NY.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
NY
11/14/2024 - Present
LPL Enterprise, LLC (MELVILLE NY)
NY
05/02/2016 - 03/18/2019
NYLIFE SECURITIES LLC (MELVILLE NY)
IA
Issued 05/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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