Marc Gregory Menickella

Current Employers

Employment History

• 09/2017 → 03/2025
  Beacon Financial Services
  Wayne, PA
• 08/2015 → 09/2017
  Wheaton Industries / Dwk Life Sciences
  Millville, NJ
• 09/2017 → 03/2025
  Lpl Financial Llc
  Wayne, PA
• 03/2025 → Present
  Kestra Investment Services, Llc
  Wayne, PA
• 01/2026 → Present
  Kestra Advisory Services, Llc
  Wayne, PA

Other Businesses

Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/04/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: BEACON FINANCIAL SERVICES POSITION: Vice President of Marketing, Advisor Assistant NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes# OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/11/2017 ADDRESS: 1200 Liberty Ridge Dr, 110, Wayne PA 19087, United States DESCRIPTION: General Marketing, Lead Generation, Salesforce Database Management, Email and content marketing, website design and management, social media management...etc. Advisor Assisstant - field client calls and email requests to move money and put through trades as directed by the client or the advisor. Open client accounts. Log communications as necessary. Keep client records up to date. Bus Name: THE BEACON GROUP OF COMPANIES POSITION: Cross selling/Marketing NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/11/2017 ADDRESS: 120 South Warner Road, Ste 201, King of Prussia PA 19406, United States DESCRIPTION: I may cross sell some of their services to current or prospective clients.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-28