Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marian? Claim Your ProfileMarian Jung is an investment advisor representative with Aspirean Wealth, LLC, a firm registered with the state of California. Marian has been working in the financial services industry since 1988 and has been with Aspirean Wealth, LLC since 2015. Marian holds a Series 65 license and a Series 22 license. Marian specializes in providing financial planning, portfolio management, and selection of other advisors. Marian has experience working with a variety of clients, including individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
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
CA
09/21/2015 - Present
Aspirean Wealth, LLC (MILL VALLEY CA)
NA
07/21/1993 - 06/17/1994
GECC CAPITAL MARKETS GROUP, INC.
NA
05/05/1988 - 04/12/1993
POLARIS SECURITIES CORPORATION
IA
Issued 02/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1988
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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