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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marriett? Claim Your ProfileMarriett Royster is a financial advisor with over 25 years of experience in the financial industry. She is a registered representative of Wells Fargo Clearing Services, LLC and currently serves clients in Columbia, MD and across the country. Marriett has extensive experience providing a variety of financial advisory services, including financial planning, portfolio management, and pension consulting. She also holds a Series 6, 7, 63, 65 and 66 securities license, and is a registered investment advisor in Maryland and Texas. Marriett has previously worked with NYLIFE Securities LLC and ICMA-RC Services, 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.
1
2
MD
03/24/2014 - Present
Wells Fargo Clearing Services, LLC (COLUMBIA MD)
MD
03/19/2009 - 01/21/2011
NYLIFE SECURITIES LLC (COLUMBIA MD)
DC
01/26/2006 - 12/24/2008
ICMA-RC SERVICES, LLC (WASHINGTON DC)
MD
08/14/1995 - 08/02/2004
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 02/05/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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