Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marina? Claim Your ProfileMarina V Ellis is a financial advisor with over 7 years of experience in the financial services industry. Marina is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc., and has previously been employed by LPL Financial LLC, Principal Securities, Inc. and Raymond James Financial Services, INC. Marina holds the Series 6, Series 7TO, Series 63 and Series 65 licenses and has experience in offering financial planning, portfolio management, and investment advisory services.
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.
Please see note in schedule d - miscellaneous
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
08/14/2024 - Present
Raymond James & Associates, Inc. (Orlando FL)
FL
03/16/2023 - 06/21/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
05/04/2020 - 03/29/2023
LPL FINANCIAL LLC (ALTAMONTE SPRINGS FL)
FL
06/28/2016 - 05/15/2020
PRINCIPAL SECURITIES, INC. (MAITLAND FL)
IA
Issued 08/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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