Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Schwartz Napoli is a financial advisor with Wealthspire Advisors. Marilyn has been in the financial industry for over 15 years. Prior to joining Wealthspire Advisors, Marilyn was a financial advisor at CFWP Securities, LLC and Neuberger Berman LLC. Marilyn is a Certified Financial Planner® professional and holds the Series 7, Series 9, Series 10, and Series 66 licenses. Wealthspire Advisors is an investment advisory firm that provides financial planning, portfolio management, and other investment advisory services to individuals, families, and institutions. The firm has offices in New York, New Jersey, and Connecticut.
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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NY
03/11/2021 - Present
Wealthspire Advisors (NEW YORK NY)
NY
10/13/2017 - 06/15/2020
WEALTHSPIRE CAPITAL, LLC (New York NY)
NY
12/19/2014 - 03/10/2017
CFWP SECURITIES, LLC (NEW YORK NY)
NY
05/29/2008 - 09/05/2013
NEUBERGER BERMAN LLC (NEW YORK NY)
BOTH
Issued 06/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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