Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Garner is a financial professional with over 25 years of experience in the industry. Marie is currently registered as an Investment Advisor Representative with Wells Fargo Clearing Services, LLC, and holds Series 6, Series 63 and Series 65 licenses. Marie has previously worked with Wells Fargo Advisors, LLC, and First Union Brokerage Services, Inc. Marie has experience working with a wide range of clients including individuals, businesses, charitable organizations, insurance companies, and pension and profit sharing plans. Marie’s areas of expertise include financial planning, portfolio management, and investment consulting services.
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.
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2
TX
08/01/2024 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
NJ
10/01/2000 - 09/29/2010
WELLS FARGO ADVISORS, LLC (VERONA NJ)
NC
08/13/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 07/31/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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