Unclaimed
Marc Nettles is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Marc has been in the industry since 1984 and has experience working with various clients including individuals, corporations, businesses, and charitable organizations. Marc has a broad range of certifications and is registered in several states. Marc is dedicated to providing sound financial advice and working with clients to develop and implement financial strategies.
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
PA
09/20/2019 - Present
Wells Fargo Advisors Financial Network, LLC (EXTON PA)
PA
10/01/1999 - 09/20/2019
WELLS FARGO CLEARING SERVICES, LLC (COLLEGEVILLE PA)
NC
01/13/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
03/23/1990 - 01/31/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/20/1984 - 04/09/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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