Unclaimed Profile

Marah Fineberg-Kuck

FINEBERG FINANCIAL MANAGEMENT LLC·SEAL BEACH, California

SIE, Series 6, Series 7, Series 63, Series 66CFP21 years registeredFINEBERG FINANCIAL MANAGEMENT LLC

3020 OLD RANCH PARKWAY, SEAL BEACH, CA 90740CRD# 4572003Firm CRD# 322268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marah Fineberg-Kuck · SEAL BEACH, CA

Registration

CRD #4572003 · FINEBERG FINANCIAL MANAGEMENT LLC · 21 years registered

Brand Profile

Not yet started

Career History

FINEBERG FINANCIAL MANAGEMENT LLC

Sep 2022 – present

WELLS FARGO CLEARING SERVICES, LLC

Dec 2011 – Sep 2022

SEAL BEACH, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2009 – Dec 2011

TORRANCE, CA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Mar 2005 – Oct 2009

SEAL BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · March 7, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

2012Customer Dispute·Denied

2009Customer Dispute·Settled

2008Customer Dispute·Denied

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FINEBERG FINANCIAL MANAGEMENT LLC

CRD 322268 · SEC 801-126608

AUM

$22M

Regulatory assets under management

Employees

115 client accounts

Services offered by FINEBERG FINANCIAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINEBERG FINANCIAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Marah Fineberg-Kuck offer?

Marah Fineberg-Kuck specializes in Financial Planning, Investment Management. Contact their office in SEAL BEACH, California for a consultation.

What are Marah Fineberg-Kuck's credentials?

Marah Fineberg-Kuck holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Marah Fineberg-Kuck located?

Marah Fineberg-Kuck is based in SEAL BEACH, California, working with FINEBERG FINANCIAL MANAGEMENT LLC. Their office serves clients in the SEAL BEACH metropolitan area and surrounding communities.

How does Marah Fineberg-Kuck charge for services?

Marah Fineberg-Kuck's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINEBERG FINANCIAL MANAGEMENT LLC?

FINEBERG FINANCIAL MANAGEMENT LLC has approximately 1 employees and manages $22M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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