Jeffry MarzinaCRD Number: 1897998
Current Firm: Bill Few Associates, Inc.
Jeffry Marzina (CRD# 1897998) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 28 years of experience in the finance industry. Jeffry Marzina has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Bill Few Securities, Inc.||Pittsburgh, PA||Sep 1997 - Current||20|
|Bill Few Associates, Inc.||Pittsburgh, PA||Jul 1990 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1989|
|S65||NASAA Investment Advisors Law Examination||Jul 1991|
Total Assets Under Management790MILLIONS
Total Number of Accounts2,921ACCOUNTS
Average Account Value$270,455
- A percentage of assets under your management
- 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
AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV