Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marina? Claim Your ProfileMarina Shinsky is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., registered with both FINRA and the state of Florida. Marina has over 10 years of experience in the financial services industry, with previous roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. She holds a Series 6, Series 7, Series 66, and SIE licenses and has a strong understanding of investment strategies, financial planning, and portfolio management. Marina is dedicated to helping clients achieve their financial goals and provides customized solutions to meet their individual needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NOKOMIS FL)
FL
12/04/2020 - 12/01/2022
J.P. MORGAN SECURITIES LLC (VENICE FL)
FL
08/27/2013 - 09/10/2014
J.P. MORGAN SECURITIES LLC (NORTH PORT FL)
BOTH
Issued 04/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/20/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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