Unclaimed
Maryanne Eckels has been in the financial services industry since 1993 and is currently a registered representative with Stifel, Nicolaus & Company, Inc. Maryanne has experience in various aspects of the financial services industry including financial planning, pension consulting, and portfolio management. Maryanne Eckels has earned the Series 7, Series 8, Series 9, Series 10, Series 63, and Series 66 licenses. Maryanne Eckels is a licensed investment advisor in Pennsylvania. Maryanne Eckels has experience working with individuals, high-net-worth individuals, corporations, businesses, and other institutions. Maryanne Eckels is dedicated to providing her clients with a high level of personalized service.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/07/2009 - Present
Stifel, Nicolaus & Company, Inc. (GREENSBURG PA)
PA
06/18/1993 - 09/25/2009
UBS FINANCIAL SERVICES INC. (GREENSBURG PA)
BOTH
Issued 05/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/21/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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