Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Henline is a financial advisor with Wells Fargo Clearing Services, LLC. Marc has been in the financial industry since 2008 and has experience with various investment strategies. Marc holds the Series 6, 7, 24, 63, and 65 licenses. Marc has previously worked with Morgan Stanley and Wells Fargo Advisors, 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
AR
08/13/2021 - Present
Wells Fargo Clearing Services, LLC (SPRINGDALE AR)
AR
02/21/2014 - 08/24/2021
MORGAN STANLEY (FAYETTEVILLE AR)
AR
02/10/2012 - 02/24/2014
WELLS FARGO ADVISORS, LLC (SPRINGDALE AR)
AR
05/31/2011 - 02/13/2012
EDWARD JONES (SHERWOOD AR)
AR
06/12/2009 - 05/24/2011
MONEY CONCEPTS CAPITAL CORP (NORTH LITTLE ROCK AR)
AR
01/24/2008 - 07/15/2008
NYLIFE SECURITIES LLC (FAYETTEVILLE AR)
IA
Issued 08/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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