Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marion? Claim Your ProfileMarion Lawrence Craine is a financial advisor who has been in the industry since 1986. Marion is currently registered with Wells Fargo Clearing Services, LLC in Spartanburg, South Carolina. Prior to joining Wells Fargo Clearing Services, LLC, Marion worked for Wachovia Securities, Inc. and PaineWebber Incorporated. Marion specializes in providing investment consulting services to institutional clients, financial planning, and pension consulting.
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
SC
09/27/2012 - Present
Wells Fargo Clearing Services, LLC (SPARTANBURG SC)
NC
02/16/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NJ
08/14/2000 - 02/27/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/22/1986 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 11/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 01/18/1986
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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