Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlin? Claim Your ProfileMarlin McNair is a financial advisor with Fidelity Personal And Workplace Advisors. Marlin has been in the financial services industry for over 14 years. Marlin has passed the Series 6, Series 7, and Series 66 exams. Marlin is currently registered in Florida and Texas. Marlin specializes in providing financial planning, portfolio management, and educational seminars. Marlin has worked for several firms throughout their career including Truist Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp., and WAMU Investments, Inc. Marlin is a dedicated advisor with a strong commitment to helping clients achieve their financial goals.
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.
1
2
FL
08/21/2024 - Present
Fidelity Personal AND Workplace Advisors (PALM BEACH GARDENS FL)
FL
11/06/2018 - 05/18/2022
TRUIST INVESTMENT SERVICES, INC. (DELRAY BEACH FL)
FL
11/02/2011 - 10/08/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOYNTON BEACH FL)
FL
05/02/2009 - 09/28/2011
CHASE INVESTMENT SERVICES CORP. (LAKE WORTH FL)
FL
04/01/2009 - 05/02/2009
WAMU INVESTMENTS, INC. (LAKE WORTH FL)
BOTH
Issued 06/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/31/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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