Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Elena Dicesare is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC, based in Waltham, Massachusetts. Marie has over 25 years of experience in the financial industry, starting her career in 1994. Marie holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. Marie is committed to providing personalized financial advice and solutions to help her clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MA
09/09/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Waltham MA)
MA
10/23/2009 - 05/05/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
12/15/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
04/05/2007 - 12/31/2008
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
12/07/2000 - 12/12/2006
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
05/07/1997 - 11/06/2000
PUTNAM RETAIL MANAGEMENT, INC. (BOSTON MA)
IN
10/01/1996 - 02/20/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NY
06/23/1994 - 02/05/1997
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
ME
07/20/1994 - 10/01/1996
UNUM SALES CORPORATION (PORTLAND ME)
NY
09/14/1993 - 05/19/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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