Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcie? Claim Your ProfileMarcie Eve Siemering is a financial advisor who has been in the industry since November 2015. Marcie is currently registered with Truist Advisory Services, Inc. Her previous experience includes time at Wells Fargo Clearing Services, LLC. Marcie holds the Series 63, Series 65, Series 7, and SIE licenses. She is registered to provide investment advice in 53 states and the District of Columbia. Marcie's specialties include financial planning, portfolio management for individuals and businesses, and publication of periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
VA
10/25/2018 - Present
Truist Advisory Services, Inc. (NORFORLK VA)
VA
11/16/2015 - 07/24/2018
WELLS FARGO CLEARING SERVICES, LLC (NORFOLK VA)
IA
Issued 05/17/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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