Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlene? Claim Your ProfileMarlene Prince Schneider is a financial advisor with over 20 years of experience in the industry. Marlene has worked with Ameriprise Financial Services, LLC since 2006 and previously held positions at 1ST GLOBAL CAPITAL CORP. and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Marlene has earned the Series 66, Series 65, Series 7, and SIE licenses. Marlene specializes in a variety of services, including asset allocation, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Marlene has a strong track record of success in helping clients 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
NC
02/07/2006 - Present
Ameriprise Financial Services, LLC (Raleigh NC)
TX
07/21/2005 - 10/11/2005
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
MN
07/07/2003 - 11/22/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/07/2003 - 11/22/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
10/18/2000 - 06/23/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/18/2000 - 06/23/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/16/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/28/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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