Unclaimed
Marley Jason Abell is a financial advisor currently registered with LPL Financial LLC. Marley has been in the financial industry for over 20 years. Marley is a Registered Representative and Investment Advisor Representative with LPL Financial LLC, where Marley has been working since February 2008. Previously, Marley was with EDWARD JONES from January 2001 to February 2008. Marley holds the Series 7, Series 63, and Series 66 licenses. Marley also has licenses in several states including Arkansas, California, Florida, Kansas, Mississippi, Missouri, Oklahoma, Texas and Washington. Marley has several specializations, including investment clubs, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Marley can provide various advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Consulting and other non-discretionary advisory services
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
OK
02/20/2008 - Present
LPL Financial LLC (SALLISAW OK)
OK
01/26/2001 - 02/15/2008
EDWARD JONES (SALLISAW OK)
BOTH
Issued 01/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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