Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stami? Claim Your ProfileStami Marichal is a financial professional with over 10 years of experience in the financial services industry. Stami currently works with LPL Financial LLC in Herndon, VA. Previous employers include Robert W. Baird & Co. Incorporated, Royal Alliance Associates, Inc., EF Legacy Securities, LLC, Sanders Morris Harris LLC, and ICMA-RC Services, LLC. Stami holds the Series 7 and Series 63 securities licenses and the SIE exam.
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.
1
2
VA
06/06/2022 - Present
LPL Financial LLC (HERNDON VA)
VA
09/01/2021 - 12/21/2021
ROBERT W. BAIRD & CO. INCORPORATED (RESTON VA)
VA
06/11/2018 - 08/09/2021
ROYAL ALLIANCE ASSOCIATES, INC. (MCLEAN VA)
VA
04/22/2016 - 05/17/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
03/04/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
DC
10/23/2013 - 03/10/2014
ICMA-RC SERVICES, LLC (WASHINGTON DC)
FL
11/09/2012 - 08/02/2013
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
BC
Issued 11/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stami Marichal is the right advisor for you? Invested Better is here to help.
