Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Wooten is a financial advisor at Keyes, Stange & Wooten Wealth Management, LLC, a registered investment advisor located in Daytona Beach, FL. Marcus has been in the financial services industry since 1995. Marcus holds the Series 4, 6, 7, 24, 31, 51 and SIE licenses. Marcus is a Certified Financial Planner and Chartered Financial Consultant.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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FL
05/22/2014 - Present
Keyes, Stange & Wooten Wealth Management, LLC (DAYTONA BEACH FL)
FL
11/01/2013 - 07/31/2015
PURSHE KAPLAN STERLING INVESTMENTS (DAYTONA BEACH FL)
FL
04/16/1998 - 11/01/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (DAYTONA BEACH FL)
NY
11/14/1995 - 10/24/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
11/14/1995 - 10/24/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/06/2003
Series 4 - Registered Options Principal Examination
BC
Issued 07/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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