Marina CekaniCRD Number: 6578590
Current Firm: Sensible Financial Planning And Management, LLC
Marina Cekani (CRD# 6578590) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has over 5 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Sensible Financial Planning And Management, LLC||Waltham, MA||Feb 2020 - Current||1|
|Wells Fargo Clearing Services LLC||Waltham, MA||Sep 2017 - Feb 2020||2|
|Unemployed||Dedham, MA||May 2017 - Sep 2017||< 1|
|Wells Fargo Clearing Services, LLC||Mclean, VA||Nov 2016 - May 2017||< 1|
|Wells Fargo Advisors, LLC||Mclean, VA||Nov 2015 - Nov 2016||1|
|Aptara||Mclean, VA||Oct 2015 - Oct 2015||< 1|
|Unemployed /transitional Move From Ma To Va||Alexandria, VA||Sep 2015 - Sep 2015||< 1|
|Carroll Enterprises, Inc.||Worcester, MA||Aug 2014 - Aug 2015||1|
|Berlin Insurance Group, LLC||Worcester, MA||Sep 2013 - Jul 2014||< 1|
|Worcester State University||Worcester, MA||Sep 2010 - May 2014||3|
|Wells Fargo Home Mortgage||Quincy, MA||Jun 2013 - Aug 2013||< 1|
|Wal-mart||Whitinsville, MA||Jul 2011 - Jun 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2016|
Total Assets Under Management616MILLIONS
Total Number of Accounts1,412ACCOUNTS
Average Account Value$436,590
- 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
CA, LA, MA, MD, NH, NY, TX, VA
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