Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marti? Claim Your ProfileMarti Marache is an Investment Advisor Representative who has been in the financial services industry since August 1998. Marti is currently registered with Creativeone Wealth, LLC in Connecticut and Texas and is actively involved in financial planning, educational seminars, and portfolio management for individuals and investment companies. Marti has a strong track record of success and is committed to providing clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
CT
12/06/2024 - Present
Creativeone Wealth, LLC (Greenwich CT)
CT
06/01/2009 - 06/08/2021
MORGAN STANLEY (GREENWICH CT)
CT
02/01/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STAMFORD CT)
CT
10/28/2002 - 02/06/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
PA
08/20/1998 - 10/22/2002
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
IA
Issued 01/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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