Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Verner is a financial advisor with Wells Fargo Clearing Services, LLC. Marc has been in the financial industry since 1997, and has a broad range of experience. Marc is a registered representative and investment advisor representative and holds Series 7, Series 24, Series 63, and Series 65 licenses. Marc is registered in numerous states, including Alabama, Arizona, California, Georgia, Missouri, North Carolina, Pennsylvania, South Carolina, Virginia, and West Virginia. In addition to his work with Wells Fargo, Marc is also the President of the Northwoods Homeowners Association.
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
NC
10/16/2009 - Present
Wells Fargo Clearing Services, LLC (GREENSBORO NC)
NC
01/03/2005 - 10/26/2009
SUNTRUST INVESTMENT SERVICES, INC. (GREENSBORO NC)
NC
04/21/2003 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
MO
10/01/2000 - 09/12/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
11/28/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
TX
09/17/1997 - 11/16/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NA
04/23/1996 - 09/17/1997
LINK INVESTMENT SERVICES, INC.
NY
08/11/1995 - 05/14/1996
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 08/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1995
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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