Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Mae Hoyle is a financial advisor with Wells Fargo Clearing Services, LLC. Marilyn has over 30 years of experience in the financial services industry, beginning her career in 1991. She has a wide range of experience with investments, including equities, fixed income, and mutual funds. Marilyn is also a registered investment advisor and can provide investment advice to individuals and families. Marilyn is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
1
2
NC
11/28/2012 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
12/09/2011 - 12/10/2012
STERNE, AGEE & LEACH, INC. (CHARLOTTE NC)
NC
08/26/2005 - 12/09/2011
ANDERSON & STRUDWICK, INCORPORATED (CHARLOTTE NC)
NJ
07/07/2000 - 09/22/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MD
04/24/1995 - 07/13/2000
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NY
05/28/1991 - 05/01/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 03/23/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/01/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 05/24/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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