Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha Kademian is a financial advisor with over 40 years of experience in the industry. Marsha is currently registered with Cetera Investment Advisers LLC and Kademian Financial Group Inc. Marsha has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Marsha specializes in financial planning, portfolio management, and pension consulting. Marsha holds a Series 7, 24, 63, and 65 licenses as well as the SIE and Series 99TO exams.
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.
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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2
WI
11/12/2020 - Present
Cetera Investment Advisers LLC (Milwaukee WI)
WI
09/29/2000 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (MILWAUKEE WI)
CO
06/22/1999 - 10/25/2000
D.E. FREY & COMPANY, INC. (DENVER CO)
NY
12/11/1981 - 06/16/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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