Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Finnian? Claim Your ProfileFinnian Devine is an Investment Advisor Representative with Marks Wealth Management. Finnian has been working in the financial industry since 2014 and has a Series 65 license. Finnian provides financial planning and portfolio management services to individuals and high-net-worth individuals. Finnian's firm, Marks Wealth Management, has been in business since 2022 and manages over $382 million in assets.
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.
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.
A percentage of the total value of assets under management is charged.
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MD
05/02/2024 - Present
Marks Wealth Management (ANNAPOLIS MD)
IA
Issued 05/02/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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