Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Wulf is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Marc has been working in the securities industry since June 2017 and has experience at Wells Fargo Clearing Services, LLC. Marc holds Series 66, SIE, and Series 7 licenses. Marc is currently registered in 51 states and the District of Columbia for broker-dealer activities and in North Carolina for investment advisor activities. Marc has specializations in financial planning, selection of other advisors, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial 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.
Compensation from affiliates
1
2
NC
01/31/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Mooresville NC)
NC
06/08/2017 - 01/29/2018
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 07/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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