Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlo? Claim Your ProfileMarlo Mckay Oaks is a registered representative with GT Securities, Inc., headquartered in Los Angeles, California. Marlo has been in the industry since 2017 and holds Series 7, Series 63, Series 79TO, and SIE licenses. Marlo's previous experience includes working at CREWE CAPITAL, LLC in Salt Lake City, Utah.
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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2
CA
02/13/2024 - Present
GT Securities, Inc. (LOS ANGELES CA)
UT
07/21/2020 - 03/17/2023
CREWE CAPITAL (SALT LAKE CITY UT)
UT
05/01/2017 - 01/24/2020
CREWE CAPITAL, LLC (SALT LAKE CITY UT)
BC
Issued 05/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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