Marlene Nitsch, financial advisor Altamonte Springs, FL

Marlene Nitsch

CRD Number: 2258329
Current Firm: 401k Generation

Marlene Nitsch (CRD# 2258329) is an Investment Advisor Representative working at 401k Generation in Altamonte Springs,, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
401k Generation Altamonte Springs, FL Feb 2018 - Current 6
Skyview Wealth Management, LLC Longwood, FL Apr 2017 - Feb 2018 < 1
Asset Staffing New York, NY Apr 2017 - Sep 2017 < 1
Unemployed Longwood, FL Apr 2015 - Mar 2017 1
Suntrust Investment Services, Inc. Melbourne, FL Oct 1995 - Apr 2015 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Marlene J. Nitsch
Phone Number: (407) 636-6689
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    139
    MILLIONS
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $779,247
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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