Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlene? Claim Your ProfileMarlene Meili He is a financial advisor registered with Avantax Investment Services, Inc. in California. Marlene has been in the financial services industry since December 2009 and holds a Series 7, Series 63, and SIE license. Marlene has been with Avantax Investment Services, Inc. since January 2021. Previous to that Marlene was with SAGEPOINT FINANCIAL, INC. and HD VEST INVESTMENT SERVICES.
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.
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.
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CA
01/19/2021 - Present
Avantax Investment Services, Inc. (San Diego CA)
CA
06/18/2018 - 02/02/2021
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
CA
12/16/2009 - 06/15/2018
HD VEST INVESTMENT SERVICES (San Diego CA)
BC
Issued 05/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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