Unclaimed
Marianne Ehlers Sellers is a financial advisor registered with Osaic Wealth, Inc. Marianne has been in the financial services industry for over 6 years, focusing on providing clients with customized financial solutions. Marianne is committed to understanding your financial goals and developing a personalized plan to help you achieve them. Marianne has the experience and expertise to provide you with the guidance you need to make informed financial decisions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
01/24/2025 - Present
Osaic Wealth, Inc. (IRVINE CA)
CA
04/20/2018 - 11/03/2020
NYLIFE SECURITIES LLC (IRVINE CA)
IA
Issued 01/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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