Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilou? Claim Your ProfileMarilou Davido is an investment advisor representative with WFA Asset Management Corp. Marilou is registered with the state of Wisconsin and Texas. Marilou has been in the financial services industry for 7 years. Marilou Davido is a Certified Financial Planner. WFA Asset Management Corp. is a registered investment advisor firm with offices in Whitefish Bay, WI. The firm provides financial planning, portfolio management, and other advisory services to individuals, high-net-worth individuals, and other clients. The firm also offers tax preparation 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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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.
A percentage of the total value of assets under management is charged.
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WI
08/17/2017 - Present
WFA Asset Management Corp. (WHITEFISH BAY WI)
IA
Issued 08/17/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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