Unclaimed
Marc Cambridge Hines is an active registered representative with Wells Fargo Clearing Services, LLC. Marc Hines has been in the industry since 1989. Hines is registered in Texas, Virginia, and several other states. Hines is a registered representative, investment advisor representative, and principal. Hines also has a Series 65, 63, 7, 10, 9, 31, and SIE. Hines specializes in providing financial planning, portfolio management, and investment consulting to both individuals and businesses. Hines has been employed with Wells Fargo Clearing Services, LLC, since 2016 and previously with Wachovia Securities, Inc. and Wheat, First Securities, Inc.
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.
1
2
VA
06/20/2002 - Present
Wells Fargo Clearing Services, LLC (NORFOLK VA)
NC
09/29/1995 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
12/19/1989 - 10/11/1995
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 05/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/08/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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