Jeffrey Marsico is a registered investment advisor, based in Media, PA, with 17 years of industry experience.
Location
124 E State Street, Media, PA, 19063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a senior partner and equity owner at Diamond State Financial Group, dedicating nearly full-time hours to financial services. He also engages in real estate activities through multiple LLCs and sells fixed insurance products, while using other entities primarily for compensation and tax purposes.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations23 states
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