Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marielle? Claim Your ProfileMarielle Stockdale is a financial advisor who has been in the industry since October 27, 2018. Marielle is currently registered with Schwab Wealth Advisory, Inc. and has been with them since May 2022. Marielle holds several licenses and registrations, including Series 7, Series 63, and Series 65. Marielle is also a Chartered Financial Analyst.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
06/14/2022 - Present
Schwab Wealth Advisory, Inc. (Highlands Ranch CO)
CO
03/17/2014 - 10/31/2017
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
BC
Issued 09/19/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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