Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Roslyn Lemme is a financial advisor registered with B. Riley Wealth Advisors, Inc. Marie has over 20 years of experience in the financial services industry and is a Chartered Financial Analyst. She is currently registered in Illinois as an Investment Advisor Representative (IAR). Marie has also been registered in several other states including Arizona, Colorado, Florida, Nevada, New York, North Carolina, Ohio and Texas. She specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.
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.
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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2
IL
09/13/2020 - Present
B. Riley Wealth Advisors, Inc. (GLENVIEW IL)
IL
09/13/2020 - 07/22/2022
NATIONAL SECURITIES CORPORATION (GLENVIEW IL)
IL
01/02/2008 - 09/24/2020
FSIC (GLENVIEW IL)
IL
01/06/2003 - 12/31/2007
OAKBROOK FINANCIAL GROUP, LLC (OAKBROOK TERRACE IL)
IL
01/04/2001 - 01/06/2003
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
MA
10/07/1999 - 01/08/2001
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 12/13/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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