Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marion? Claim Your ProfileMarion Philpot is an investment advisor representative at Osaic Wealth, Inc., a firm with a focus on providing financial planning, pension consulting, and educational seminars. Marion has been in the industry since 2001 and has a wide range of experience serving clients in various sectors, including individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TX
01/19/2024 - Present
Osaic Wealth, Inc. (ROANOKE TX)
TX
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ROANOKE TX)
TX
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ROANOKE TX)
TX
01/04/2006 - 12/01/2006
USALLIANZ SECURITIES, INC. (HURST TX)
TX
10/14/2003 - 12/31/2005
RHODES SECURITIES, INC. (HURST TX)
OH
01/02/2002 - 10/14/2003
WORLD CHOICE SECURITIES, INC. (COLUMBUS OH)
FL
09/19/2003 - 10/01/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
07/30/2001 - 12/31/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 12/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2011
Series 52 - Municipal Securities Representative Examination
BC
Issued 04/05/2009
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/27/2008
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Marion Philpot is the right advisor for you? Invested Better is here to help.
