Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlene? Claim Your ProfileMarlene Rosemarie Wilson is a financial advisor with RBC Capital Markets, LLC. Marlene has been in the financial industry for over 20 years, and has worked with a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Marlene has a strong background in investment management and financial planning, and is committed to providing her clients with personalized advice and services. Prior to joining RBC Capital Markets, LLC, Marlene was an internal sales consultant at Equity Investment Corporation. Marlene is a court-appointed Special Advocate with CASA, where she advocates for neglected and abused children in foster care. She is a licensed Series 7, 9, 10, 26, 31, 63, and 65 representative and has a Bachelor's degree in Business Administration from the University of Georgia.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
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2
GA
05/02/2017 - Present
RBC Capital Markets, LLC (Atlanta GA)
GA
05/09/2011 - 04/28/2017
FORESIDE FUNDS DISTRIBUTORS LLC (ATLANTA GA)
GA
06/01/2009 - 04/28/2010
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
03/15/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
IA
Issued 03/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/30/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/30/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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