Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marta? Claim Your ProfileMarta Cappa is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Marta has been in the financial industry since 1993 and is registered to provide investment advice in 14 states. Marta is a Certified Financial Planner® and has a proven track record of providing financial planning and investment management services to individuals, families, businesses, and charitable organizations.
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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2
WA
03/07/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ISSAQUAH WA)
WA
12/03/2013 - 03/07/2024
WELLS FARGO CLEARING SERVICES, LLC (ISSAQUAH WA)
WA
12/11/1993 - 12/04/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
CO
09/10/1993 - 12/02/1993
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
IA
Issued 12/21/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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