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Marjorie O
Series 63, Series 65
Easton, MD
Capital Investment Advisors
Marjorie Opalski is a financial advisor with Capital Investment Advisors in Easton, MD, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has worked with Capital Investment Advisors since 2016 and previously held roles at Cambridge Investment Research, Cetera Advisors, and Voya Financial Partners. Outside of her advisory work, she is an independent insurance agent with Innovative Investing. Capital Investment Advisors is an SEC-registered firm with a six-advisor team managing approximately $374 million for a diverse client base that includes individuals, trusts, pension plans, and nonprofit entities. The firm provides individualized financial planning, consultation, and portfolio management, complemented by proprietary educational workshops and a tiered planning process tailored to clients’ career stages and risk profiles.
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