Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marina? Claim Your ProfileMarina Danielle Stephens is a registered representative with Osaic Institutions, Inc. and has been in the securities industry since October 29, 2012. Marina Stephens has passed the Series 7, Series 63 and Series 65 exams. Marina Stephens is also registered with the state of Pennsylvania as an Investment Advisor Representative. Marina Stephens's previous employers include Essex National Securities, LLC, Metlife Investors Distribution Company, MetLife Securities Inc., New England Securities, and Investment Professionals, Inc. Marina Stephens provides financial planning services to individuals and businesses and also provides solicitation services for other advisers.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
PA
12/17/2018 - Present
Osaic Institutions, Inc. (Patton PA)
PA
03/31/2014 - 10/16/2015
ESSEX NATIONAL SECURITIES, LLC (HOLLIDAY PA)
PA
10/07/2013 - 04/04/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (JOHNSTOWN PA)
PA
10/07/2013 - 04/04/2014
METLIFE SECURITIES INC. (JOHNSTOWN PA)
PA
10/07/2013 - 04/04/2014
NEW ENGLAND SECURITIES (JOHNSTOWN PA)
PA
10/30/2012 - 10/07/2013
INVESTMENT PROFESSIONALS, INC. (INDIANA PA)
IA
Issued 12/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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