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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Healy? Claim Your ProfileHealy Marie Marroy is a financial advisor with Wells Fargo Clearing Services, LLC. Healy is a Certified Financial Planner™ and holds Series 7, Series 66, and SIE licenses. Healy's experience spans over 5 years in the financial services industry. Healy has been associated with Wells Fargo Clearing Services, LLC since 2017. Healy is registered in Texas, New York and can provide services to high net worth individuals, corporations or businesses, pension plans, individuals other than high net worth, charitable organizations, insurance companies, banking or thrift institutions, and other investment advisors. Healy specializes in providing financial planning, investment consulting services to institutional clients, and portfolio management for individuals and businesses.
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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TX
01/06/2025 - Present
Wells Fargo Clearing Services, LLC (BEE CAVE TX)
TX
10/24/2017 - 06/15/2022
WELLS FARGO CLEARING SERVICES, LLC (AUSTIN TX)
BOTH
Issued 01/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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