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Marlene Jarrett Nitsch

401k Generation

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About Marlene Jarrett Nitsch

Marlene Nitsch is a registered investment advisor representative with 401k Generation. Marlene has been in the financial services industry since 1993 and has a broad range of experience in investment advisory services. Marlene is licensed in Florida and Texas and holds a variety of securities licenses, including Series 7, 24, 4, 53, 63, and 66.

Firm Information

Marlene Nitsch is currently registered with 401k Generation. 401k Generation is an investment advisor registered with the SEC. It provides a variety of services, including portfolio management for individuals and businesses, as well as pension consulting. The firm manages over $139 million in assets for clients, including pension plans, individuals, and high-net-worth individuals.
401k Generation

237 S WESTMONTE DRIVE

ALTAMONTE SPRINGS,, FL 32714

$139.49M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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erisa 3 (16) services

Erisa 3 (16) services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marlene Nitsch’s Registration & Firm History

FL

11/27/2023 - Present

401k Generation (ALTAMONTE SPRINGS, FL)

FL

11/09/1995 - 04/06/2015

SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)

GA

08/26/1993 - 12/19/1994

SUNTRUST SECURITIES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 09/21/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/17/2006

Series 4 - Registered Options Principal Examination

BC

Issued 11/08/2005

Series 24 - General Securities Principal Examination

BC

Issued 04/06/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marlene Jarrett Nitsch.
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