Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Elizabeth Godinez is a registered representative of B.b. Graham & Company, Inc. Marie has been in the financial services industry since March 5, 2000, and has a long history of experience at various firms. Marie is licensed to provide financial advice in California, Florida, and Texas. Marie is a Registered Representative and Investment Advisor Representative. Marie is also a licensed principal in California.
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.
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.
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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CA
01/01/2025 - Present
B.b. Graham & Company, Inc. (ORANGE CA)
CA
09/16/2009 - 02/06/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (NEWPORT BEACH CA)
CA
02/23/2009 - 08/18/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (IRVINE CA)
CA
10/21/2008 - 12/02/2008
B.B. GRAHAM & COMPANY, INC. (ORANGE CA)
CA
08/03/2007 - 04/04/2008
IFMG SECURITIES, INC. (IRVINE CA)
CA
01/19/2001 - 10/19/2007
DFC INVESTOR SERVICES (IRVINE CA)
TX
04/30/1999 - 01/16/2001
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
BOTH
Issued 09/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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