Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marina? Claim Your ProfileMarina Sidelnikova is a registered Investment Advisor Representative with Glass Jacobson Wealth Advisors. Marina has over 15 years of experience in the financial services industry and is dedicated to providing personalized financial planning and investment management services to individuals and families. She is a Series 65, Series 6, and Series 7 licensed professional with experience in various investment products and strategies. Before joining Glass Jacobson Wealth Advisors, Marina worked with Triad Advisors and Banc of America Investment Services. Marina specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
Referral fees; revenues from educational product sales
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2
MD
11/05/2007 - Present
Glass Jacobson Wealth Advisors (OWINGS MILLS MD)
MD
02/02/2012 - 05/27/2016
TRIAD ADVISORS, INC. (OWINGS MILLS MD)
MA
03/09/2001 - 10/30/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 11/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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