Marlene Rosario

Wealth Management

Role: Customer Service Specialist at Krietzberg Wealth Management
Location: Woodbridge, NJ, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

Experience

Customer Service Specialist
Krietzberg Wealth Management
Jan 2022 — Present · FL, US

Skills

Series 63
Fixed Annuities
401k
Investments
Financial Services
Strategic Planning
Broker-Dealer Operations
Financial Planning
Management
Mutual Funds
Iras
Life Insurance
Uniform Combined State Law
Wealth Management
Retirement
Strategic Financial Planning
Project Management
Securities Regulation
Securities
Business Process Improvement
Brokerage
Transition Management
Transition Planning
Retirement Planning
Series 7
Employee Benefits
Trading
Disability Insurance
Insurance
Series 24

Contact information

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Work email
•••••@krietzbergwealth.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Krietzberg Wealth Management

Financial Services · 12 employees · Founded 2005 · Red Bank, New Jersey, United States

Build Today for Your Tomorrow. Everyone has different goals for the future, but one thing is the same: you cannot achieve your goals without beginning to plan for it right now. Krietzberg Wealth Management is here to help you start building your tomorrow today. The wealth advisors at Krietzberg Wealth Management apply their unique, holistic wealth management approach to both personal and corporate investment plans. Individual investors rely on Krietzberg Wealth Management for its thorough wealth management process and comprehensive investment management, insurance and estate planning. Any discussion about the future starts in the present with a comprehensive review of investments, taxes, estate planning and insurance. It is this attention to every financial detail that enables Krietzberg Wealth Management to help individuals work toward their short and long-term financial goals. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor. Member FINRA & SIPC Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

krietzbergwealth.com

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Experience

Customer Service Specialist

Skills

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