Marjorie Krause
Cetera Advisors
LORAIN,OH
30
years of professional experience
Experienced Financial Advisor with 30 years of success in investment advice, retirement planning, and client relationship management, known for analytical thinking, attention to detail, and tailored financial plans that support long-term wealth goals.
Work History
Financial Advisor
29 Years 11 Months- Developed comprehensive financial plans aligned with client retirement, investment, and risk tolerance goals.
- Advised clients on portfolio allocations, asset rebalancing, and long-term wealth management strategies.
- Cultivated trusted client relationships through ongoing reviews, proactive communication, and personalized recommendations.
- Evaluated investment options, insurance needs, and tax considerations to support informed financial decisions.
- Ensured compliance with regulatory standards, firm policies, and suitability requirements across client accounts.
- Led onboarding process for new clients, gathering financial data and establishing actionable planning priorities.
- Collaborated with internal teams to resolve account issues and streamline advisory service delivery.
Education
Certified Financial Planning - Financial Planning
- Professional Development: Certified Financial Planner
- Retirement planning
- Estate planning
- Wealth Management
Skills
Investment advice
Relationship building and management
Sales expertise
Analytical thinking
Retirement planning
Attention to detail
Financial advising
Timeline
Financial Advisor
Cetera Advisors
07.1994 - 06.2024Read More
College of Financial Planner
Certified Financial Planning from Financial Planning
Read More