Marianne Bentivegna (CRD# 2260505) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Napa, CA and has over 31 years of experience in the finance industry.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab & Company, Inc. | Napa, CA | Jun 2020 - Current | 3 |
Charles Schwab Bank, Ssb | Napa, CA | Jun 2020 - May 2023 | 2 |
Marin Wealth Advisors LLC | San Rafael, CA | Jul 2018 - Jun 2020 | 1 |
Marin Wealth Advisors | San Rafael, CA | Jul 2018 - Jun 2020 | 1 |
Nova In Vitro Fertilization | Mountain View, CA | Apr 2006 - Dec 2018 | 12 |
Charles Schwab & Company, Inc. | Napa, CA | Aug 2016 - Jun 2018 | 1 |
Charles Schwab Bank | Napa, CA | Aug 2016 - Jun 2018 | 1 |
Nova Ivf | Mountain, CA | Apr 2006 - Aug 2016 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1993 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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