Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marne? Claim Your ProfileMarne Danielle Garcia is a registered representative with Morgan Stanley and has been in the securities industry since April 2022. Marne is registered in 53 states and is also an investment advisor representative in Texas and Utah. She has earned the Series 7, 9, 10, 66, and SIE licenses and is also a Registered Options Principal. Marne works in the South Jordan branch office of Morgan Stanley, which has another branch office in Woods Cross, UT. Prior to joining Morgan Stanley, Marne worked for Wells Fargo Clearing Services, LLC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
03/05/2024 - Present
Morgan Stanley (SOUTH JORDAN UT)
MO
04/29/2022 - 12/13/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
BOTH
Issued 02/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2024
Series 4 - Registered Options Principal Examination
BC
Issued 07/22/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/29/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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