Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Christina Loyd is a financial advisor with LPL Financial LLC. Marie has been in the financial industry since 2008 and is licensed to provide financial advice in California. She is a registered representative of LPL Financial LLC. Marie's areas of expertise include financial planning, pension consulting, and portfolio management. Her previous experience includes working at Associated Securities Corp. and LPL Financial LLC in Visalia, California. Marie has a wide range of experience serving clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
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.
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.
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
02/26/2014 - Present
LPL Financial LLC (FRESNO CA)
CA
09/08/2009 - 12/31/2013
LPL FINANCIAL LLC (VISALIA CA)
CA
10/08/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (VISALIA CA)
BOTH
Issued 03/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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