Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marjorie? Claim Your ProfileMarjorie Neech is an investment advisor representative associated with LPL Financial LLC. Marjorie is licensed to offer investment advice in Kansas, Missouri and Texas. She has been in the industry since January of 2015 and obtained her Series 65 license on March 12, 2019. Marjorie specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MO
08/04/2022 - Present
LPL Financial LLC (KANSAS CITY MO)
IA
Issued 03/12/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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