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Marc Roger Beausoleil

Wellth Advisory Services, LLC

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About Marc Roger Beausoleil

Marc Beausoleil is a financial advisor with Wellth Advisory Services, LLC. Marc has been working in the financial industry since 2007. Marc is licensed to provide investment advice in Florida and Rhode Island. Marc is a Certified Financial Planner and holds FINRA Series 66, 7 and SIE licenses.

Firm Information

Marc Beausoleil is currently registered with Wellth Advisory Services, LLC. Wellth Advisory Services, LLC is an investment advisory firm based in , with 67 investment adviser representatives and 30 registered representatives. The firm manages approximately $21.9 billion in assets for a variety of clients, including individuals, corporations, businesses, pension and profit-sharing plans, and charitable organizations. Wellth Advisory Services, LLC offers a range of services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

$21.91B

Assets Under Management

Not reported

Total Clients

57

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marc Beausoleil’s Registration & Firm History

FL

06/28/2024 - Present

Wellth Advisory Services, LLC (Venice FL)

RI

10/26/2011 - 04/01/2019

KESTRA INVESTMENT SERVICES, LLC (Providence RI)

MA

11/04/2010 - 09/08/2011

PRINCOR FINANCIAL SERVICES CORPORATION (WALTHAM MA)

RI

09/11/2007 - 11/05/2009

MERIDIEN FINANCIAL GROUP, INC. (PROVIDENCE RI)

RI

03/08/2007 - 08/23/2007

NYLIFE SECURITIES LLC (PROVIDENCE RI)

RI

07/07/2006 - 02/09/2007

WADDELL & REED, INC. (WEST WARWICK RI)

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Licenses & Designations

BOTH

Issued 08/01/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marc Roger Beausoleil.
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