Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlene? Claim Your ProfileMarlene Muscovich is a financial advisor with over 25 years of experience in the industry. Marlene has a proven track record of success in providing investment advisory services and has held various positions at prominent firms, including Edward Jones, First Union Securities, and PaineWebber Incorporated. Marlene currently works with LPL Financial LLC and TA-Check Financial Ltd. Marlene provides financial planning and investment advice, specializing in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
OH
02/14/2018 - Present
LPL Financial LLC (FAIRVIEW PARK OH)
OH
09/03/2009 - 02/14/2018
SII INVESTMENTS, INC. (STRONGSVILLE OH)
OH
08/23/2006 - 08/13/2009
WATERSTONE FINANCIAL GROUP, INC. (WESTLAKE OH)
MO
10/05/2001 - 10/05/2004
EDWARD JONES (ST. LOUIS MO)
MO
03/30/1998 - 10/05/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NJ
01/29/1997 - 04/02/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 05/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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