Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marne? Claim Your ProfileMarne Desantis is a financial advisor with Lincoln Investment, a company with over 679 clients. Marne has been in the financial services industry since 1992 and has held several licenses and certifications, including Series 63, 65, 66, and others. Marne has worked with a number of firms including CV Brokerage, Inc, Valdes & Moreno, Inc., Rice Financial Products Company and now Lincoln Investment. Marne has worked with clients of various types including individuals, high-net-worth individuals, charitable organizations, and businesses. The advisor's expertise includes financial planning, selection of other advisors, and portfolio management.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
02/21/2024 - Present
Lincoln Investment (Fort Washington PA)
NY
08/06/2019 - 10/29/2019
RICE FINANCIAL PRODUCTS COMPANY (NEW YORK NY)
PA
11/05/2016 - 07/30/2019
CV BROKERAGE, INC (WEST CONSHOHOCKEN PA)
PA
11/15/2012 - 10/27/2016
VALDES & MORENO, INC. (Fort Washington PA)
PA
02/11/2010 - 11/30/2012
DAUTRICH, SEILER FINANCIAL SERVICES, INC. (FORT WASHINGTON PA)
PA
07/12/2005 - 05/16/2008
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
PA
04/20/2005 - 07/13/2005
GREENTREE BROKERAGE SERVICES, INC. (PHILADELPHIA PA)
PA
11/28/1995 - 04/15/2005
QUAKER SECURITIES, INC. (MALVERN PA)
NY
11/21/1984 - 05/23/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 03/15/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/04/2011
Series 4 - Registered Options Principal Examination
BC
Issued 04/01/2003
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/08/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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