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.

Similar Advisors
Scott Gillespie, financial advisor Waltham MA
Scott A. Gillespie
CRD# 6319566
Artemis Financial Advisors
Similar Advisors
Nancy Aadalen, financial advisor Waltham MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Similar Advisors
Virginia Aaron, financial advisor Waltham MA
Virginia E. Aaron
CRD# 5046672
Claybrook Capital, LLC
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
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.