Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcel? Claim Your ProfileMarcel Wehr is a financial advisor with over 30 years of experience in the industry. Marcel is currently registered with Cambridge Investment Research Advisors, Inc. and has held previous positions with Multi-Financial Securities Corporation, A. G. Edwards & Sons, Inc., and Drexel Burnham Lambert Incorporated. Marcel is a Certified Financial Planner and holds licenses in Colorado and Georgia. Marcel's firm specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CO
03/28/2005 - Present
Cambridge Investment Research Advisors, Inc. (Boulder CO)
CO
02/15/1995 - 02/08/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MO
02/01/1989 - 01/25/1990
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
05/27/1983 - 02/08/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 11/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1998
Series 3 - National Commodity Futures Examination
BC
Issued 02/14/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1983
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
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