Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marion? Claim Your ProfileMarion Otminski is a financial advisor who has been in the industry since 1985. Marion is currently registered with Osaic FA, Inc. in ORCHARD PARK, NY. Marion is also registered with the following states: California, Florida, Georgia, Iowa, New York, North Carolina, South Carolina, and Tennessee. Previously, Marion has been employed by HORNOR, TOWNSEND & KENT, INC., AMERICAN CAPITAL CORPORATION, and FIRST INVESTORS CORPORATION. Marion holds the Series 6 and Series 63 licenses as well as the SIE exam.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
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NY
12/10/2010 - Present
Osaic FA, Inc. (ORCHARD PARK NY)
NY
04/30/1992 - 12/21/2010
HORNOR, TOWNSEND & KENT, INC. (ORCHARD PARK NY)
PA
10/11/1990 - 05/06/1992
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NJ
07/26/1985 - 10/12/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 07/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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