Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcy? Claim Your ProfileMarcy Rinas is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Marcy has been in the industry since 2003 and has experience with both individuals and institutions. Marcy is licensed to provide investment advice in multiple states, including North Dakota, Texas, and others. Marcy is also a Series 6, 7, 10, 24, 63, and 66 licensed advisor. Marcy holds Series 10, 9, and 24 licenses in addition to being a general securities registered representative. Marcy is also an operations manager at Bremer Investments/Bremer Bank.
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
ND
08/24/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DEVILS LAKE ND)
ND
08/06/2009 - 09/05/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (FARGO ND)
ND
07/16/2003 - 08/07/2009
INVEST FINANCIAL CORPORATION (FARGO ND)
BOTH
Issued 03/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/03/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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