Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Marion is a financial advisor at Wells Fargo Advisors Financial Network, LLC. David has been in the industry for 28 years and is registered in 21 states. David holds the Series 6, 7, 63, and 65 licenses and the SIE. David specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and investment consulting services to institutional clients. Prior to joining Wells Fargo, David was an advisor at UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC. David is also the owner of Marion Wealth Management Group LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
03/14/2024 - Present
Wells Fargo Advisors Financial Network, LLC (Mount Pleasant SC)
SC
12/03/2010 - 03/14/2024
WELLS FARGO CLEARING SERVICES, LLC (MOUNT PLEASANT SC)
SC
10/26/2001 - 12/07/2010
UBS FINANCIAL SERVICES INC. (MT. PLEASANT SC)
NC
05/24/1996 - 11/29/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
10/11/1995 - 07/10/1996
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 12/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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