Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlow? Claim Your ProfileMarlow Felton is an investment advisor with over 19 years of experience in the industry. Marlow is currently registered with Summit Global Investments, LLC in Englewood, Colorado. Marlow was previously registered with Transamerica Financial Advisors, Inc. in Englewood, Colorado and World Group Securities, Inc. in Centennial, Colorado. Marlow is a Series 6, 63, 26, and 65 licensed advisor. Marlow has experience in providing investment advisory services to individuals, businesses, and investment companies. Marlow also provides financial planning services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
09/14/2023 - Present
Summit Global Investments, LLC (Englewood CO)
CO
01/06/2012 - 09/19/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (Englewood CO)
CO
06/16/2004 - 01/06/2012
WORLD GROUP SECURITIES, INC. (CENTENNIAL CO)
IA
Issued 04/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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