Unclaimed
Marina McCleneghen Glavota is a financial advisor with Cetera Investment Advisers LLC. Marina has over 20 years of experience in the financial services industry. Marina is registered with FINRA as a General Securities Representative, and holds the Series 6, 7, 63, and 65 licenses. Marina specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and charitable organizations. Marina has previously worked at TD Private Client Wealth LLC, Truist Investment Services, Inc., LPL Financial LLC, and John Hancock Distributors LLC. Marina's background and experience allows her to offer a comprehensive range of financial services to meet the needs of her clients.
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
FL
07/25/2024 - Present
Cetera Investment Advisers LLC (WEST PALM BEACH FL)
FL
02/15/2024 - 03/08/2024
TD PRIVATE CLIENT WEALTH LLC (WEST PALM BEACH FL)
FL
06/06/2022 - 10/10/2023
TRUIST INVESTMENT SERVICES, INC. (PALM BEACH FL)
FL
11/21/2019 - 06/06/2022
LPL FINANCIAL LLC (DELRAY BEACH FL)
MA
02/27/2001 - 09/21/2005
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BC
Issued 10/1/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 3/5/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 7/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 2/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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