Marina Cekani, financial advisor Waltham MA

Marina Cekani

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Marina Cekani
Phone Number: 781-642-0890
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    616
    MILLIONS
  • Total Number of Accounts
    1,412
    ACCOUNTS
  • Average Account Value
    $436,590
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
Types of Clients
Registered States

CA, LA, MA, MD, NH, NY, TX, VA

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