Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Draper is a registered representative with over 30 years of experience in the financial services industry. Marie currently works at Osaic FA, Inc. in Irvine, CA and has passed the Series 63, Series 7, and SIE exams. Marie has worked at several other firms in the past, including THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, MONY SECURITIES CORP., and THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK. Marie is licensed to provide financial services in Arizona, California, Colorado, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Massachusetts, Missouri, Nevada, New Mexico, Oklahoma, Oregon, South Carolina, Texas, Virginia, Washington, and Wyoming. Marie's other business activities include working as an Insurance Agent for Marie C. Draper in Irvine, CA.
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.
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.
Retirement plan consulting services provided on a limited basis.
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
CA
01/25/2012 - Present
Osaic FA, Inc. (IRVINE CA)
CA
08/29/1991 - 05/11/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (IRVINE CA)
NY
06/22/1988 - 08/08/1991
MONY SECURITIES CORP. (NEW YORK NY)
NY
07/06/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 06/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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