Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Ostlund is a financial professional with over 20 years of experience in the industry. Marie is currently registered with World Equity Group, Inc. and is located in University Place, WA. Marie has a broad range of experience working with a variety of clients and specializes in areas like portfolio management for individuals, financial planning, and pension consulting.
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
WA
07/28/2020 - Present
World Equity Group, Inc. (University Place WA)
CA
04/25/2008 - 04/13/2009
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
WA
11/18/2004 - 11/09/2007
PLANMEMBER SECURITIES CORPORATION (UNIVERSITY PLACE WA)
FL
12/04/1995 - 10/22/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
WA
11/07/1995 - 11/14/1995
PACIFIC WEST SECURITIES, INC. (RENTON WA)
BC
Issued 08/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/08/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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