Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marion? Claim Your ProfileMarion Rita Hebert is a financial advisor with over 20 years of experience in the financial services industry. Marion currently works at The Salvetti Group in Sacramento, CA, where she is an Investment Advisor Representative (IAR). Prior to joining The Salvetti Group, Marion was a Registered Representative at RAYMOND JAMES FINANCIAL SERVICES, INC. in Sacramento, CA, and MOTIF in Rancho Cordova, CA. Marion also has previous experience as a Registered Representative at CHARLES SCHWAB & CO., INC. in Phoenix, AZ. Marion has passed a number of industry exams, including the Series 63, Series 65, Series 7, Series 9, Series 10, and the SIE exam. Marion is a dedicated financial advisor who is passionate about helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
06/22/2023 - Present
THE Salvetti Group (SACRAMENTO CA)
CA
08/07/2018 - 07/12/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Sacramento CA)
CA
09/24/2014 - 07/30/2018
MOTIF (RANCHO CORDOVA CA)
AZ
08/02/2001 - 09/04/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 05/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/31/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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