Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Pepenelli is a financial advisor at Wells Fargo Clearing Services, LLC and has over 28 years of experience in the financial services industry. Marc has a strong background in providing financial advice to individuals and businesses. Marc is registered to provide investment advice and securities products in Pennsylvania.
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
PA
04/27/2015 - Present
Wells Fargo Clearing Services, LLC (PLUMSTEADVILLE PA)
PA
06/23/2014 - 01/13/2015
PNC INVESTMENTS (PHILADELPHIA PA)
PA
10/21/2011 - 12/04/2013
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
09/05/2007 - 09/18/2009
METLIFE SECURITIES INC. (NEW YORK NY)
PA
02/01/1991 - 08/14/2007
FIRST INVESTORS CORPORATION (PHILADELPHIA PA)
BC
Issued 11/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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