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James Marnell

James Marnell

Impact Team

Followers of James Marnell650 followers
location of James MarnellSewickley, Pennsylvania, United States

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  • Timeline

  • About me

    Wealth Strategy Associate at UBS Financial Services Inc. - The Sofranko Group

  • Education

    • Duquesne University

      2008 - 2012
      Bachelor of Science Business Administration Finance

      Activities and Societies: Pre Law Society, Duquesne Asset Management Group Business Law/Legal Studies Minor

  • Experience

    • Hollister Co.

      Jul 2007 - Dec 2011
      Impact Team

    • Nationwide Financial

      May 2009 - May 2018

      • Investment Advisor

        Oct 2012 - May 2018

      • Associate with Meeder Agency

        May 2009 - Sept 2012

    • UBS

      May 2018 - now
      Wealth Strategy Associate

      The Sofranko Group

  • Licenses & Certifications

    • **Registered States** AZ, CA, CO, DE, FL, GA, IN, KS, KY, MI, MN, NC, ND, NJ, NM, NV, NY, OH, PA, SC, TX, UT, VA, VT, WV

      FINRA