Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marci? Claim Your ProfileMarci Wilson, a registered investment advisor with Stratos Wealth Partners, Ltd., has been serving clients in the financial services industry for over two decades. Marci has experience in providing financial advice to both individuals and corporations. She holds various licenses, including Series 7, Series 63, and Series 66, as well as Series 9 and Series 10. Marci has worked with several firms over the years, including Infinex Investments, Inc. and Hancock Whitney Investment Services Inc. Marci also has experience in real estate development, interior design, and is a notary. Marci is committed to providing clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
MS
10/25/2023 - Present
Stratos Wealth Partners, Ltd. (Gulfport MS)
MS
08/13/2021 - 10/27/2021
INFINEX INVESTMENTS, INC. (GULFPORT MS)
MS
05/17/2011 - 06/29/2021
HANCOCK WHITNEY INVESTMENT SERVICES INC. (GULFPORT MS)
TN
02/16/2010 - 04/26/2011
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MS
08/14/2009 - 01/05/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GULFPORT MS)
MS
01/14/2002 - 08/14/2009
UBS FINANCIAL SERVICES INC. (GULFPORT MS)
BOTH
Issued 11/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/19/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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