Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marina? Claim Your ProfileMarina Michele Tranchina is a registered representative and investment advisor representative associated with Fidelity Personal and Workplace Advisors. Marina has been in the financial industry since 2008 and has experience with both individual and institutional clients. Marina holds multiple licenses and certifications, including Series 7, Series 9, Series 10, and Series 66, which allows Marina to offer a wide range of financial products and services to clients. Marina is experienced in providing financial planning, portfolio management, and other advisory services to both individuals and businesses.
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.
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
09/09/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NJ
02/20/2008 - 07/08/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MT. LAUREL NJ)
BOTH
Issued 04/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/28/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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