Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcia? Claim Your ProfileMarcia Wolly is an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc. Marcia has been in the industry since 1980. Marcia is registered with the state of Oregon. Marcia also owns a market research and consulting company called Primary Research 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
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01/06/2024 - Present
Raymond James Financial Services Advisors, Inc. (Lake Oswego OR)
IA
Issued 02/10/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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