Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marli? Claim Your ProfileMarli Erinn Piccolo is a financial advisor with over 20 years of experience in the financial services industry. Marli is currently registered with Empower Financial Services, Inc. in Andover, Massachusetts. Previously, Marli was affiliated with Putnam Retail Management Limited Partnership, Hartford Securities Distribution Company, Inc., and MFS Fund Distributors, Inc. Marli holds the Series 6, Series 63, and SIE licenses.
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.
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.
1
2
MA
01/02/2015 - Present
Empower Financial Services, Inc. (ANDOVER MA)
MA
10/16/2012 - 01/02/2015
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
MA
02/29/2008 - 10/12/2012
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (BOSTON MA)
MA
10/08/2001 - 02/29/2008
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 12/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Marli Piccolo is the right advisor for you? Invested Better is here to help.
