Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marina? Claim Your ProfileMarina Ageyeva is a financial professional with over 30 years of experience in the industry. Marina is currently registered with LPL Enterprise, LLC and holds a Series 6, 7, 24, 51, 63, and 65 licenses. Marina has experience working with individuals, businesses, and retirement plans. Marina provides a range of financial services, including financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
TX
11/14/2024 - Present
LPL Enterprise, LLC (HOUSTON TX)
TX
02/01/2024 - 09/06/2024
NYLIFE SECURITIES LLC (HOUSTON TX)
TX
02/27/2023 - 12/31/2023
MWA FINANCIAL SERVICES INC. (Houston TX)
TX
03/14/2014 - 01/10/2023
NYLIFE SECURITIES LLC (HOUSTON TX)
TX
03/19/2007 - 02/12/2014
PRUCO SECURITIES, LLC. (HOUSTON TX)
NY
10/04/1996 - 03/09/2007
SIGNATOR INVESTORS, INC. (GREAT NECK NY)
MA
10/04/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NJ
10/14/1992 - 08/22/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/08/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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