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Marinus Veltenaar is a financial advisor with Acumen Wealth Advisors, LLC. Marinus Veltenaar has over 16 years of experience in the financial services industry. Marinus Veltenaar is registered with the state of Tennessee and Texas. Marinus Veltenaar provides financial planning, portfolio management, pension consulting, and selection of other advisors. Marinus Veltenaar also works with a variety of clients, including individuals, families, businesses, and charitable organizations. Marinus Veltenaar has a strong commitment to helping clients 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.
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
TN
10/29/2021 - Present
Acumen Wealth Advisors, LLC (CHATTANOOGA TN)
TN
01/05/2012 - 02/08/2016
NFP ADVISOR SERVICES, LLC (CHATTANOOGA TN)
AL
02/13/2007 - 01/10/2012
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
TN
12/17/2002 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (CHATTANOOGA TN)
BC
Issued 02/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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