Unclaimed
Marlan Vanveldhuizen is a financial professional with over 40 years of experience in the financial industry. Marlan is currently registered with Worth Financial Group Inc. and has been with the firm since September 2002. Prior to joining Worth Financial Group Inc., Marlan worked at Rushmore Securities Corporation, North American Management, Inc. and other firms. Marlan specializes in Investment Company Products/Variable Contracts.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
09/26/2002 - Present
Worth Financial Group Inc. (SAN ANTONIO TX)
TX
07/20/1994 - 09/05/2002
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
SD
04/04/1990 - 07/15/1994
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
NA
01/01/1990 - 03/12/1990
PRIMARY FUNDING CORPORATION
GA
09/16/1982 - 11/30/1989
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
NA
01/30/1980 - 01/05/1982
WESTAMERICA FINANCIAL CORPORATION
NA
07/12/1978 - 09/03/1979
WADDELL & REED, INC.
BC
Issued 10/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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