Unclaimed
Marion Anthony Jabczenski is a registered investment advisor representative with Alpha Cubed Investments, LLC in Irvine, California. Marion has been in the industry for over 30 years and holds Series 7, 8, 24, 63, and 65 licenses. Marion has experience with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and corporations. Marion has provided investment advisory services to clients for over 30 years.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
01/01/2025 - Present
Alpha Cubed Investments, LLC (IRVINE CA)
TX
09/12/2011 - 08/06/2012
BENNETT ROSS, INC. (FORT WORTH TX)
CA
07/17/2006 - 11/17/2008
DOLPHIN SECURITIES, INC. (IRVINE CA)
RI
08/19/1999 - 05/31/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
10/21/1998 - 07/28/1999
QUICK & REILLY, INC. (NEW YORK NY)
RI
07/24/1995 - 09/29/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MI
06/29/1993 - 07/21/1995
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
CA
05/26/1995 - 07/07/1995
GLENFED BROKERAGE SERVICES (GLENDALE CA)
NY
07/13/1992 - 05/03/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 10/24/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/28/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/17/1995
Series 24 - General Securities Principal Examination
BC
Issued 07/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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