Unclaimed
Marcia Virginia Nehall is a financial advisor with Wells Fargo Clearing Services, LLC. Marcia has been working in the financial services industry since 2012 and holds a variety of licenses and certifications including Series 6, 7, 63 and 66. Marcia is registered with the states of Alabama, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, and Wisconsin. Marcia is also a registered investment advisor representative in Texas. Marcia is associated with the Clearwater, Florida office of Wells Fargo Clearing Services, LLC. Marcia is a member of FINRA and SIPC. Marcia is also the 50% owner of VIRGINIAROSE, LLC, a real estate holding company.
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
FL
01/07/2018 - Present
Wells Fargo Clearing Services, LLC (CLEARWATER FL)
FL
09/27/2013 - 08/19/2014
MORGAN STANLEY (CLEARWATER FL)
FL
08/06/2012 - 08/12/2013
WELLS FARGO ADVISORS, LLC (CLEARWATER FL)
BOTH
Issued 11/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2012
Series 6 - Investment Company Products/Variable Contracts 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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