Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marian? Claim Your ProfileMarian Wellman is a registered investment advisor representative with International Asset Management, based in San Mateo, CA. Marian has been in the financial services industry since 1983 and holds a Series 7, 6, 22, 24, 63, and 65 license. Marian has worked with a variety of clients throughout their career, including high net worth individuals, corporations, and individuals other than high net worth individuals. Marian provides portfolio management for individuals, selection of other advisors, and portfolio analysis.
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.
Portfolio analysis
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
04/05/2010 - Present
International Asset Management (SAN MATEO CA)
NE
02/07/2001 - 12/31/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
IN
01/05/2000 - 01/09/2001
CONSECO SECURITIES, INC. (CARMEL IN)
AZ
09/30/1996 - 12/31/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
05/09/1994 - 09/30/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
10/18/1993 - 05/09/1994
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
CO
01/29/1992 - 10/19/1993
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
CA
02/18/1986 - 02/01/1992
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
NA
03/12/1986 - 04/21/1987
SENTRA SECURITIES CORPORATION
NA
04/18/1983 - 03/13/1985
IDS MARKETING CORPORATION
IA
Issued 12/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 11/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Marian Wellman is the right advisor for you? Invested Better is here to help.
