Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marla? Claim Your ProfileMarla Marie Meckes is a financial advisor with over 20 years of experience in the industry. Marla has been registered with Stifel, Nicolaus & Company, Inc. since 2009. Prior to that, she worked for Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., and FSC Securities Corporation. Marla is a registered representative and investment advisor representative with licenses in several states. Marla has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Marla's areas of expertise include investment management, financial planning, and retirement planning. Marla is committed to providing her clients with personalized advice and guidance to help them 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.
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.
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
CA
03/06/2024 - Present
Stifel, Nicolaus & Company, Inc. (NEWPORT BEACH CA)
CA
01/28/2008 - 03/12/2009
MORGAN STANLEY & CO. INCORPORATED (SANTA MONICA CA)
CA
10/23/2002 - 01/10/2008
CITIGROUP GLOBAL MARKETS INC. (LONG BEACH CA)
GA
05/30/2000 - 04/15/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 05/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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