Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marla? Claim Your ProfileMarla Sue Press is a financial advisor with over 27 years of experience in the industry. Marla Press is currently registered with IP Financial Advisory Services LLC in Texas. Marla Press has previously worked for ARK Global, LLC, AMG Distributors, Inc., ALPS Distributors, Inc., Barclays Global Investors Services, UBS Financial Services Inc., Dreyfus Service Corporation, Mesirow Financial, Inc., A. G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Marla Press has a Series 63 and Series 65 license. Marla Press is a registered representative with FINRA and an investment advisor representative with the state of Texas. Marla Press offers a variety of services to individuals and businesses, including financial planning, portfolio management, and consulting services to qualified retirement plans.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
05/25/2021 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
NY
01/02/2020 - 05/12/2021
ARK GLOBAL, LLC (WOODBURY NY)
CT
11/26/2013 - 10/29/2019
AMG DISTRIBUTORS, INC. (STAMFORD CT)
CO
03/18/2009 - 11/19/2013
ALPS DISTRIBUTORS, INC. (DENVER CO)
NY
06/25/2004 - 12/22/2008
BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)
NJ
04/15/2003 - 06/15/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/23/1997 - 04/02/2003
DREYFUS SERVICE CORPORATION (NEW YORK NY)
IL
11/08/1995 - 09/17/1997
MESIROW FINANCIAL, INC. (CHICAGO IL)
MO
04/03/1993 - 10/26/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/16/1992 - 04/20/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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