Unclaimed
Ellen Marrs is a financial advisor with Wells Fargo Clearing Services, LLC. Ellen has been in the financial services industry for over 20 years. She is a registered investment advisor and a registered representative in multiple states. Ellen is a Series 7 and Series 63 licensed professional. She has experience providing financial advice to individuals, corporations, and charitable organizations. Ellen is passionate about helping her clients achieve their financial goals. Ellen worked for Prudential Securities Incorporated prior to joining Wells Fargo Clearing 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.
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
VA
07/30/2004 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTESVILLE VA)
NY
06/04/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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