• Marty Curto

    Senior Registered Client Service Associate

Marty’s career in the securities industry began in 1988 with a small independent brokerage firm in Bucks County, Pennsylvania. While there, she worked in many facets of the securities industry from trading as a Market Maker to being the firm’s Compliance Officer & Principal. In 2011, she joined our team, bringing her knowledge and talents to assist in servicing our client’s and advisors needs. Marty’s duties include new account processing, corporate reorganizations, ongoing account maintenance and day-to-day support to the entire team. She has extensive experience in the financial industry and prides herself on facilitating the highest level of client satisfaction. As a Senior Registered Sales Associate, she currently holds the Series 7, 24, 4, 55 & 63 Licenses.