Marnie B. Hards
AZNAR FINANCIAL ADVISORS
MORRIS PLAINS, NJ
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CRD#: 2853425
Professional summary
Marnie Beecher Hards, CFP®, who also goes by Marnie Beecher Aznar, Marnie Ruth Beecher, is a registered financial advisor currently at AZNAR FINANCIAL ADVISORS, LLC located in Morris Plains, New Jersey.
Marnie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Marnie has worked at 2 firms and has passed the Series 66, Series 63 and Series 7 exams.
Biography
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Question & Answer
What are your service offerings?
Insurance Planning
Investment Planning
Retirement Planning
Employee and Employer Plan Ben...
Estate Planning
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Marnie Beecher Aznar | Marnie Ruth Beecher
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
AZNAR FINANCIAL ADVISORS, LLC PROVIDES COMPREHENSIVE FINANCIAL PLANNING SERVICES WHICH INVOLVE CASH FLOW PLANNING, ESTATE AND INCOME TAX PLANNING AS WELL AS INSURANCE PLANNING. MY POSITION HAS ENTAILED THE RENDERING OF TAX AND FINANCIAL ADVICE.
CRS (Client Relationship Summary) - RIA
Click below to view Marnie Beecher Hards's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Experience
Current
April 7, 2005 - Present
AZNAR FINANCIAL ADVISORS, LLC
RIA
CRD#: 121388
MORRIS PLAINS, NJ
Past
April 30, 1997 - September 4, 1998
MERCER ALLIED COMPANY, L.P.
BD
CRD#: 37404
COHOES, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AZNAR FINANCIAL ADVISORS, LLC
AZNAR FINANCIAL ADVISORS | MARNIE B. AZNAR DBA AZNAR FINANCIAL ADVISORS, LLC | MARNIE B. AZNAR DBA AZNAR FINANCIAL ADVISORS | MARINE B. AZNAR DBA AZNAR FINANCIAL ADVISORS | AZNAR FINANCIAL ADVISORS, LLC
CRD#: 121388 / SEC#: 801-125796
RIA
Registered Investment Advisory firm - (6/2/2022 Approved)New Jersey
Registered Investment Advisory firm - (6/7/2022 Terminated)Texas
Registered Investment Advisory firm - (6/3/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(4/7/2005)
IAR
Texas(2/21/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
AZNAR FINANCIAL ADVISORS, LLC
AZNAR FINANCIAL ADVISORS | MARNIE B. AZNAR DBA AZNAR FINANCIAL ADVISORS, LLC | MARNIE B. AZNAR DBA AZNAR FINANCIAL ADVISORS | MARINE B. AZNAR DBA AZNAR FINANCIAL ADVISORS | AZNAR FINANCIAL ADVISORS, LLC
CRD#: 121388 / SEC#: 801-125796
RIA
Registered Investment Advisory firm - (6/2/2022 Approved)New Jersey
Registered Investment Advisory firm - (6/7/2022 Terminated)Texas
Registered Investment Advisory firm - (6/3/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Morris Plains, NJ
Mailing Address
Phone number
(973) 540-8850
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 172 |
| AUM (Assets Under Management) | $ 151,467,509 |
Red Flags
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