Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcene? Claim Your ProfileMarcene Bolick is a financial advisor who has been in the industry since October 2019. Marcene has a Series 7, SIE, and Series 66. Marcene is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since April 2024. Marcene has previously worked at WELLS FARGO CLEARING SERVICES, LLC. Marcene's specialties include investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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.
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2
NC
04/05/2024 - Present
Wells Fargo Advisors Financial Network, LLC (WILMINGTON NC)
NC
10/25/2021 - 04/05/2024
WELLS FARGO CLEARING SERVICES, LLC (WILMINGTON NC)
BOTH
Issued 06/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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