Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marli? Claim Your ProfileMarli Anne Smythe is a financial advisor with PFG Advisors, LLC, a firm based in Phoenix, Arizona. Marli Anne has been in the financial industry since 2007 and holds a variety of licenses and certifications including the Series 6, 7, 63, and 65 licenses. Marli Anne's focus is on financial planning and investment advisory services for individuals, high-net-worth individuals, businesses, and charitable organizations. She provides a full range of investment advisory services, including portfolio review, recommendations, and transaction execution. Marli Anne is also an agent for Priority Financial Group, selling life insurance and long-term care products.
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.
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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AZ
11/01/2024 - Present
PFG Advisors (Phoenix AZ)
AZ
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (PHOENIX AZ)
AZ
08/03/2009 - 12/08/2016
FOOTHILL SECURITIES, INC. (PHOENIX AZ)
AZ
10/10/2007 - 08/03/2009
CUE FINANCIAL GROUP, INC. (PHOENIX AZ)
AZ
07/03/2007 - 10/02/2007
WOODBURY FINANCIAL SERVICES, INC. (PEORIA AZ)
IA
Issued 05/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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