Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marla? Claim Your ProfileMarla Kim Petti is a financial advisor at MAI Capital Management, LLC with over 15 years of experience in the financial industry. Marla's background includes experience at Commonwealth Financial Network and Cornerstone Family Office. Marla is a Certified Financial Planner and a Personal Financial Specialist. Marla provides a variety of financial services including financial planning, pension consulting, and portfolio management. Marla works with a variety of clients, including individuals, families, businesses, and charitable organizations.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
01/15/2021 - Present
MAI Capital Management, LLC (Beachwood OH)
OH
06/18/2016 - 06/30/2017
COMMONWEALTH FINANCIAL NETWORK (CLEVELAND OH)
BC
Issued 07/08/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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