Unclaimed
Marion Cuff has been in the financial services industry since 1989. Marion is currently registered with Osaic Wealth, Inc. in Georgia, Maryland, New Jersey, Pennsylvania, and South Carolina. Marion has held previous registrations with FSC Securities Corporation and TFS Securities, Inc. Marion has a Series 6, Series 7, and Series 66 license, as well as the SIE exam. Marion provides financial planning, pension consulting, and educational seminars to clients. Marion also offers portfolio management for individuals and businesses.
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.
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.
1
2
NJ
11/03/2023 - Present
Osaic Wealth, Inc. (SPARTA NJ)
NJ
12/20/2022 - 11/03/2023
FSC SECURITIES CORPORATION (SPARTA NJ)
NJ
12/14/2022 - 12/21/2022
TFS SECURITIES, INC. (BAYONNE NJ)
NJ
12/13/2000 - 12/13/2022
FSC SECURITIES CORPORATION (SPARTA NJ)
NJ
11/21/1996 - 12/08/2000
TFS SECURITIES, INC. (LINCROFT NJ)
GA
11/01/1989 - 12/03/1996
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 01/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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