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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcia? Claim Your ProfileMarcia Claire Tillotson is a financial advisor with over 35 years of experience. Marcia is registered with Wells Fargo Clearing Services, LLC and has been in the industry since September 1987. Prior to joining Wells Fargo, Marcia was a registered representative for Wachovia Securities, Inc., Smith Barney Inc., Lehman Brothers Inc., and The Robinson-Humphrey Company Inc. Marcia holds the Series 3, 7, 9, 10, 63, and 65 licenses. Marcia specializes in working with individuals, high-net-worth individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. Marcia is based in Charlotte, North Carolina.
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.
1
2
NC
04/14/2011 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
02/09/1996 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
07/31/1993 - 02/26/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
09/26/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/24/1987 - 09/28/1988
THE ROBINSON-HUMPHREY COMPANY INC.
IA
Issued 11/07/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1987
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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