Jeffrey Marsico, financial advisor Media PA
93 score

Jeffrey Marsico

CRD Number: 5542630
Current Firm: Securian Financial Services, Inc.

Jeffrey Marsico (CRD# 5542630) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Media, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Minnesota Life Insurance Co St. Paul, MN Jun 2008 - Current 8
Securian Financial Services, Inc. St. Paul, MN Jun 2008 - Current 8
Wexco Financial Group Media, PA Jun 2008 - Current 8
Villanova University Villanova, PA May 2007 - May 2008 1
Wechsler/marsico Associates Media, PA Feb 2007 - May 2008 1
Florida Gulf Coast University Fort Myers, FL Jan 2005 - Dec 2006 1
First Florida Bank Naples, FL May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Jeffrey E. Marsico
Phone Number: 651-665-5609
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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