Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marci? Claim Your ProfileMarci Riddell is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Marci has been in the industry for over eight years. Marci is registered with the state of New York and several other states. Marci is a Series 7, Series 3, Series 63, Series 66, Series 9 and Series 10 licensed professional. Marci has experience working with individuals, corporations, high-net-worth individuals, and institutions. Marci's experience at Wells Fargo Advisors Financial Network, LLC, as well as her previous roles with Edward Jones, Elevation LLC, and Sorin Capital Management, has provided her with a well-rounded understanding of financial markets.
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
NY
01/19/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NORWICH NY)
NY
03/05/2019 - 01/19/2023
WELLS FARGO CLEARING SERVICES, LLC (NORWICH NY)
NY
08/28/2017 - 01/11/2019
EDWARD JONES (MANLIUS NY)
NJ
08/24/2016 - 08/25/2017
ELEVATION, LLC (JERSEY CITY NJ)
BOTH
Issued 03/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/16/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/20/2015
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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