Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marianne? Claim Your ProfileMarianne Depetris is a financial advisor with over 30 years of experience in the financial services industry. Marianne has been with Wells Fargo Clearing Services, LLC since 2016 and is registered to provide investment advice in California and Texas. Prior to joining Wells Fargo Clearing Services, LLC, Marianne was a financial advisor with A. G. Edwards & Sons, Inc. and Rauscher Pierce Refsnes, Inc. Marianne is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.
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
CA
10/27/2016 - Present
Wells Fargo Clearing Services, LLC (NAPA CA)
CA
04/18/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NAPA CA)
TX
04/18/1988 - 05/16/1989
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NA
10/20/1982 - 05/03/1988
PIPER, JAFFRAY & HOPWOOD INCORPORATED
BC
Issued 10/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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