Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlene? Claim Your ProfileMarlene Fonseca is a financial professional with over 25 years of experience in the financial services industry. Marlene currently is a registered representative with Osaic Wealth, Inc. in Livingston, NJ. Marlene has previously worked with firms including Signator Investors, Inc., BANC of America Investment Services, Inc., Wachovia Securities, LLC, and First Union Brokerage Services, Inc. in various locations across the United States.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
11/02/2018 - Present
Osaic Wealth, Inc. (LIVINGSTON NJ)
NJ
10/24/2007 - 11/02/2018
SIGNATOR INVESTORS, INC. (LIVINGSTON NJ)
NJ
06/22/2006 - 03/27/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (CRANFORD NJ)
MO
10/01/2000 - 06/06/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
12/17/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 12/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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