Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlon? Claim Your ProfileMarlon Stanley Carranza salazar is a financial advisor registered with Wells Fargo Clearing Services, LLC in HIGH POINT, NC. Marlon is also registered with the state of North Carolina as an Investment Advisor Representative. Marlon has a current registration with Wells Fargo Clearing Services, LLC in NC. Marlon is licensed to offer securities and investment advisory services in North Carolina. Marlon's areas of specialization include Retirement Planning, Mutual Funds, Variable Annuities, Annuities, Stocks, and Bonds. Marlon has completed a variety of exams to demonstrate their financial knowledge and expertise, including the Series 63, Series 65, Series 6TO, and the SIE. Marlon's previous employers include Wells Fargo Bank, NA, Brookdale Hospital and Medical Center ALP, and Nova Events LLC.
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.
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.
Investment consulting services to institutional clients
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.
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NC
07/31/2024 - Present
Wells Fargo Clearing Services, LLC (HIGH POINT NC)
IA
Issued 07/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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