Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlene? Claim Your ProfileMarlene McCracken is a financial advisor at Wells Fargo Clearing Services, LLC. Marlene has been in the financial industry since June 24, 2009, and is registered with the Financial Industry Regulatory Authority (FINRA). Marlene is licensed to sell securities in 44 states and is a Series 7 and Series 63 licensed professional. Marlene's primary office is located at 12140 Carissa Commerce Ct, Ste 100, Fort Myers, Florida. Marlene is a licensed representative of Wells Fargo Clearing Services, LLC and offers a variety of financial services including portfolio management, financial planning, and investment consulting services to institutional clients.
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
FL
06/25/2009 - Present
Wells Fargo Clearing Services, LLC (FORT MYERS FL)
BC
Issued 09/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2009
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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