Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcia? Claim Your ProfileMarcia Lyn Wooley is a financial advisor with over 20 years of experience in the industry. Marcia is currently registered with MML Investors Services, LLC, and holds a Series 7 and Series 63 license, as well as a Series 65 license. Marcia is a Certified Financial Planner and has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Marcia has previously worked at MSI Financial Services, Inc., New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., Metropolitan Life Insurance Company, MetLife Securities Inc., and Fulcrum Financial Advisors, Inc.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
12/10/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NY
07/20/2006 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
07/20/2006 - 02/22/2010
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
07/20/2006 - 02/22/2010
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
12/10/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
06/08/2000 - 12/18/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/08/2000 - 12/18/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
02/01/2000 - 05/31/2000
FULCRUM FINANCIAL ADVISORS, INC. (BOSTON MA)
BC
Issued 12/05/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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