Unclaimed
Marcella Nemke is a financial advisor with over 30 years of experience in the industry. Marcella is currently registered with Global View Capital Management LLC, a firm based in Waukesha, Wisconsin. Marcella also works with the firm's affiliates, Global View Capital Advisors, LLC and Global View Capital Insurance Services, LLC. Marcella has held previous registrations with several other firms including PURSHE KAPLAN STERLING INVESTMENTS, THE STRATEGIC FINANCIAL ALLIANCE, INC., WORLD GROUP SECURITIES, INC., WMA SECURITIES, INC., and INTERSECURITIES, INC. Marcella offers a range of advisory services, including financial planning and portfolio management for individuals and businesses. She holds the Series 6, 63, 26, and 65 licenses, and the SIE exam. Marcella is dedicated to providing personalized financial advice to her clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
A percentage of the total value of assets under management is charged.
Financial planning
1
2
WI
01/02/2014 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
01/02/2014 - 05/27/2015
PURSHE KAPLAN STERLING INVESTMENTS (SCHOFIELD WI)
WI
11/03/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (SCHOFIELD WI)
WI
04/12/2002 - 11/03/2010
WORLD GROUP SECURITIES, INC. (WAUSAU WI)
GA
06/06/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
FL
06/11/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 7/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/8/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 5/27/2015
SIE - Securities Industry Essentials Examination
BC
Issued 6/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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