Unclaimed
Marie Corso Conway has been in the financial industry since 1989. Marie is currently a registered representative with LPL Financial LLC. Marie has a Series 7 and Series 63 license as well as a SIE designation. Prior to joining LPL Financial LLC, Marie held positions at INVEST FINANCIAL CORPORATION, 21ST CENTURY FINANCIAL SERVICES, INC., ESSEX NATIONAL SECURITIES, INC., COMPASS INVESTMENT SERVICES CORP., MDS SECURITIES INCORPORATED, FISCO EQUITY, INC., NATWEST INVESTOR SERVICES CORPORATION, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, VANTAGE FINANCIAL SERVICES, INC., and DOUGLAS BREMEN & CO., INC. Marie is registered in Florida, Massachusetts and New York.
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.
1
2
NY
02/14/2018 - Present
LPL Financial LLC (MELVILLE NY)
NY
07/20/2005 - 02/14/2018
INVEST FINANCIAL CORPORATION (MELVILLE NY)
NY
04/30/2002 - 07/20/2005
21ST CENTURY FINANCIAL SERVICES, INC. (EAST MEADOW NY)
CA
04/06/2001 - 11/12/2001
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
05/18/1994 - 04/17/2001
COMPASS INVESTMENT SERVICES CORP. (MELVILLE NY)
IN
06/09/1994 - 04/11/1996
MDS SECURITIES INCORPORATED (CARMEL IN)
RI
04/15/1993 - 05/31/1994
FISCO EQUITY, INC. (LINCOLN RI)
NY
09/08/1992 - 04/05/1993
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
06/14/1991 - 10/01/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/14/1991 - 10/01/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
12/13/1989 - 03/08/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/13/1989 - 03/08/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
05/18/1989 - 11/20/1989
VANTAGE FINANCIAL SERVICES, INC.
NA
10/22/1985 - 12/09/1987
DOUGLAS BREMEN & CO., INC.
BC
Issued 11/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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