Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Munroe Theilade is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Marie has been in the securities industry since 2002. Marie also holds Series 66, Series 7, and SIE licenses. Marie is registered to offer investment advice in 30 states, including Alaska, Arizona, California, and Texas. Marie has prior experience with ESSEX NATIONAL SECURITIES, INC., CUSO FINANCIAL SERVICES, L.P., PARK AVENUE SECURITIES LLC and FSC SECURITIES CORPORATION. Marie is a committee member for the Council on Aging.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
03/31/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SANTA ROSA CA)
CA
11/29/2006 - 04/19/2011
ESSEX NATIONAL SECURITIES, INC. (SANTA ROSA CA)
CA
08/13/2004 - 12/01/2006
CUSO FINANCIAL SERVICES, L.P. (SANTA ROSA CA)
NY
10/01/2002 - 08/13/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
GA
02/05/2002 - 09/06/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 02/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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