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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marta? Claim Your ProfileMarta Magee-krueger is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Marta has been in the industry since 1987, and has experience working with individuals, corporations, and high-net-worth individuals. Marta is a licensed investment advisor and broker-dealer and holds a number of professional licenses, including Series 63, 65, 7, 9, and 10. Marta specializes in providing investment advice and portfolio management services, and offers a variety of other services to help clients reach their financial goals. Marta also has experience working with pension plans, as well as providing educational seminars on investment topics.
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
NY
05/11/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
FL
06/01/2009 - 11/17/2022
MORGAN STANLEY (West Palm Beach FL)
NY
08/28/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NJ
05/21/1987 - 08/29/2007
UBS FINANCIAL SERVICES INC. (EDISON NJ)
IA
Issued 08/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/06/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
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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