Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlene? Claim Your ProfileMarlene Veronica Pagentine is a financial advisor currently registered with Edward Jones. Marlene has been in the industry since 1985, providing financial guidance and services to individuals, families, and businesses. Marlene is licensed to offer investment advisory services in multiple states, including New York, Florida, and Texas. In addition to her work with Edward Jones, Marlene also maintains a rental property in Modena, NY.
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.
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.
See schedule d - miscellaneous
1
2
NY
01/09/2019 - Present
Edward Jones (NEW PALTZ NY)
OH
01/05/1999 - 11/22/1999
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
LA
01/04/1999 - 05/25/1999
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
LA
07/14/1997 - 12/31/1998
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
TX
12/12/1994 - 07/16/1997
U.S. CLEARING CORP. (DALLAS TX)
NY
04/30/1991 - 12/13/1994
BANCA IMI SECURITIES CORP. (NEW YORK NY)
NA
01/28/1991 - 04/30/1991
MABON, NUGENT & CO.
NY
10/30/1985 - 02/06/1991
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/29/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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