Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marles? Claim Your ProfileMarles Wyman is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Marles has been in the financial services industry for over 20 years, with experience at several firms including AIG Capital Services, Inc., Allstate Financial Services, LLC, Brokers International Financial Services, LLC., Sunset Financial Services, Inc., and Thrivent Investment Management Inc. Marles is licensed in 53 states, holding both Series 6, 7, and 24 licenses. Marles offers financial planning, educational seminars, and selection of other advisors.
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.
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.
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2
TN
01/15/2024 - Present
Fidelity Personal AND Workplace Advisors (NASHVILLE TN)
TN
08/14/2014 - 04/01/2022
AIG CAPITAL SERVICES, INC. (BRENTWOOD TN)
TX
02/19/2014 - 04/08/2014
ALLSTATE FINANCIAL SERVICES, LLC (FORT WORTH TX)
CO
03/31/2009 - 12/31/2013
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (ARVADA CO)
CO
03/16/2006 - 03/02/2009
SUNSET FINANCIAL SERVICES, INC. (WESTMINSTER CO)
MN
10/12/2001 - 01/11/2006
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
12/10/1997 - 08/18/1998
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
BOTH
Issued 01/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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