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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilee? Claim Your ProfileMarilee Anne Falco is a financial advisor currently registered with CW Advisors, LLC. Marilee Falco has been in the financial industry since 1998 and has a strong background in both investment advisory and brokerage services. With over two decades of experience, Marilee Falco is well-equipped to assist clients with a wide range of financial needs, including investment management, financial planning, and retirement planning. Her qualifications include holding Series 7, 31, 63, and 65 licenses as well as designations such as Certified Financial Planner and Chartered Financial Consultant. Marilee Falco has previously held positions at LPL FINANCIAL LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc.
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.
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
MA
08/16/2024 - Present
CW Advisors, LLC (BOSTON MA)
PA
04/30/2010 - 03/04/2011
LPL FINANCIAL LLC (BETHLEHEM PA)
PA
06/01/2009 - 04/30/2010
MORGAN STANLEY SMITH BARNEY (ALLENTOWN PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ALLENTOWN PA)
PA
02/18/1998 - 04/02/2007
MORGAN STANLEY DW INC. (ALLENTOWN PA)
IA
Issued 08/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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