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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marla? Claim Your ProfileMarla Skeffington is a financial advisor with Fidelity Personal And Workplace Advisors. Marla has been in the industry since 2008. Marla is licensed in 17 states, including Massachusetts, Texas, California, Florida, and Oregon. Marla has a Series 7, Series 24, Series 63, and Series 66 license. Marla is a Certified Financial Planner. Marla's firm is one of the largest in the country, with over 7,979 licensed agents and 15,281 registered representatives. Fidelity Personal And Workplace Advisors manages over $818.7 billion in assets for their clients, with a focus on portfolio management for individuals and businesses. Marla and Fidelity Personal And Workplace Advisors offer financial planning services, educational seminars, 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.
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.
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2
MA
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (HINGHAM MA)
MA
03/27/2017 - 03/19/2019
NATIXIS DISTRIBUTION, L.P. (BOSTON MA)
MD
03/20/2014 - 01/30/2017
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
CA
05/06/2008 - 07/09/2013
LEGG MASON INVESTOR SERVICES, LLC (PASADENA CA)
BOTH
Issued 07/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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