Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha Carver is an investment advisor representative with Wells Fargo Clearing Services, LLC. Marsha has been in the financial services industry since January 30, 2000. Prior to joining Wells Fargo, Marsha was employed by Wachovia Securities, Inc. Marsha is registered with the state of North Carolina and Texas. Marsha has a strong background in financial planning, portfolio management and investment consulting. Marsha's primary focus is on 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.
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
NC
11/20/2024 - Present
Wells Fargo Clearing Services, LLC (MORGANTON NC)
NC
01/31/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 12/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 01/28/2000
Series 7 - General Securities 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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