Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marion? Claim Your ProfileMarion Brooks Clark is a financial advisor with Waverly Advisors, LLC, a firm based in Birmingham, Alabama. Marion has over 30 years of experience in the financial services industry. Marion holds the Series 63, Series 24, and Series 7 licenses. Marion is also a Certified Financial Planner. Marion's previous experience includes positions at Resource Horizons Group LLC, PURSHE KAPLAN STERLING INVESTMENTS, SECURITIES SERVICE NETWORK, INC., COMMONWEALTH EQUITY SERVICES, INC., KAVANAUGH SECURITIES, INC., and INVESTMENT MANAGEMENT & RESEARCH, INC.
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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AL
07/29/2022 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
AL
07/13/2010 - 12/05/2013
RESOURCE HORIZONS GROUP LLC (BIRMINGHAM AL)
AL
09/28/2004 - 05/28/2010
PURSHE KAPLAN STERLING INVESTMENTS (BIRMINGHAM AL)
TN
09/07/1999 - 09/28/2004
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
MA
07/06/1992 - 08/20/1999
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
TX
11/26/1988 - 07/06/1992
KAVANAUGH SECURITIES, INC. (DALLAS TX)
FL
06/22/1983 - 10/11/1988
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
BC
Issued 07/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1986
Series 24 - General Securities Principal Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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