Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Alexander is a financial advisor with over 30 years of experience in the industry. Marc is currently registered with Wells Fargo Advisors Financial Network, LLC and is licensed to offer investment advice in multiple states. Marc has a proven track record of success in helping clients achieve their financial goals. Marc holds the Series 7, 31 and 65 licenses, and the SIE designation. Marc is a Certified Financial Planner, and has experience providing investment consulting services to institutional clients, in addition to financial planning 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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GA
06/23/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Atlanta GA)
GA
08/22/2014 - 06/22/2023
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
04/15/2011 - 09/19/2014
MORGAN STANLEY (ATLANTA GA)
GA
02/17/2006 - 05/05/2011
RBC CAPITAL MARKETS, LLC (ATLANTA GA)
MO
06/15/2002 - 02/21/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
01/12/1994 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 06/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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