Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marion? Claim Your ProfileMarion Elizabeth Tettke is a financial advisor with over 20 years of experience in the industry. Marion is currently registered with Morgan Stanley and holds a Series 7, Series 66, and Series 53 license. Marion has worked for various firms in the past including UBS Financial Services Inc, UBS International Inc, and Dresdner Lateinamerika Financial Advisors LLC. Marion provides financial planning, asset allocation advice, and portfolio management services. Marion works with a variety of clients, including individuals, high-net-worth individuals, corporations, 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/15/2020 - Present
Morgan Stanley (Miami FL)
NJ
01/01/2010 - 06/10/2013
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/18/2005 - 01/01/2010
UBS INTERNATIONAL INC. (NEW YORK NY)
FL
10/24/2002 - 07/28/2005
DRESDNER LATEINAMERIKA FINANCIAL ADVISORS LLC (MIAMI FL)
BOTH
Issued 07/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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