Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Marloe is a financial advisor with Osaic Wealth, Inc. Drew has been in the industry since 1982. Drew has a wide range of experience, having worked for a number of different firms. Currently, Drew holds licenses in 52 states and is registered with FINRA. Drew is also a registered investment advisor in California and Texas. Drew's focus is on providing financial planning, pension consulting, educational seminars, and portfolio management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/10/2024 - Present
Osaic Wealth, Inc. (SAN CLEMENTE CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SAN CLEMENTE CA)
AZ
04/22/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
03/26/1991 - 04/13/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
GA
10/25/1990 - 03/01/1991
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
MO
09/15/1988 - 10/23/1990
FFP SECURITIES, INC. (CHESTERFIELD MO)
NA
10/31/1987 - 06/04/1988
SME CAPITAL MANAGEMENT CORPORATION
NA
12/03/1985 - 12/31/1987
ADVANTAGE CAPITAL CORPORATION
NA
09/24/1982 - 12/11/1985
FIRST INVESTORS CORPORATION
BOTH
Issued 11/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/11/1993
Series 24 - General Securities Principal Examination
BC
Issued 09/02/1983
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1992
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/10/1990
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/23/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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