Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marney? Claim Your ProfileMarney McKee is a financial advisor based in Stuart, Florida. Marney is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since December 2017. Before joining Merrill Lynch, Marney worked at Raymond James & Associates, Inc.. Marney has earned the Series 7 and Series 66 securities licenses and has a SIE certification. Marney provides financial advice to a wide range of clients, including individuals, businesses, pension plans, and charitable organizations. Marney specializes in portfolio management, investment planning, and financial planning services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
06/30/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STUART FL)
FL
12/19/2017 - 07/05/2023
RAYMOND JAMES & ASSOCIATES, INC. (Stuart FL)
BOTH
Issued 12/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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