Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marta? Claim Your ProfileMarta Mycyk is a financial advisor at Mercer Global Advisors Inc. Marta has been in the financial services industry since 1995 and is registered to provide investment advice in several states. Marta works with a variety of clients, including individuals, families, businesses, and retirement plans. Marta provides a range of financial planning and investment management services. Previous to working at Mercer Global Advisors Inc. Marta was employed by AssetMark Brokerage, LLC, Mesirow Financial, Inc., Wolf Financial Management, LLC and Peregrine Financials & Securities, Inc.
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.
Trust services, estate planning, tax return preparation, consultation
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.
1
2
CO
06/08/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
IL
09/14/2015 - 04/18/2022
ASSETMARK BROKERAGE, LLC (Chicago IL)
IL
02/11/2014 - 11/07/2014
MESIROW FINANCIAL, INC. (CHICAGO IL)
IL
05/18/2002 - 02/18/2014
WOLF FINANCIAL MANAGEMENT, LLC (OAKBROOK TERRACE IL)
IL
06/05/2001 - 05/17/2002
PEREGRINE FINANCIALS & SECURITIES, INC. (CHICAGO IL)
IL
10/28/1996 - 06/26/2001
D H BRUSH & ASSOCIATES, INC. (CHICAGO IL)
CA
02/07/1995 - 12/13/1996
GIBRALTAR INVESTMENTS, INC. (SALINAS CA)
IA
Issued 08/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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