Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Dermot Waider is a financial advisor registered with LPL Financial LLC. Marvin has been in the financial services industry since February 17, 1995, and is currently registered in California and Texas. Marvin is a Certified Financial Planner and has experience in providing financial planning, portfolio management, and consulting services. Marvin's previous experience includes working at Park Avenue Securities LLC and MONY Securities Corporation.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/20/2013 - Present
LPL Financial LLC (SEAL BEACH CA)
CA
09/03/2003 - 10/23/2007
PARK AVENUE SECURITIES LLC (LONG BEACH CA)
NY
02/14/1995 - 08/29/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 09/22/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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