Marjorie Amico (CRD# 1775408) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Freedom, NH and has over 36 years of experience in the finance industry.
CRD# 4761331
Edward Jones
CRD# 5737205
Rockworth Investment Services LLC
CRD# 5027340
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | Saint Cloud, MN | Aug 2022 - Current | 1 |
| Cetera Investment Advisers LLC | Freedom, NH | Aug 2022 - Current | 1 |
| Lpl Financial LLC | Freedom, NH | Jul 2021 - Aug 2022 | 1 |
| Various Insurance Carriers For W & R Insurance Agencies | Freedom, NH | Mar 1995 - Jul 2021 | 26 |
| Waddell & Reed, Inc. | Freedom, NH | Nov 1987 - Jul 2021 | 33 |
| Pequawket Trail Bike Path Fund | Freedom, NH | Feb 2016 - Oct 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1987 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1997 |
- NH
-
Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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