Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marty? Claim Your ProfileMarty Ann Cline is a registered representative with Osaic Wealth, Inc., located in SALEM, SC. Marty Ann Cline has been in the securities industry since March 7, 2011 and has passed the Series 7, Series 63 and Series 66 exams. Marty Ann Cline has also passed the SIE exam. Marty Ann Cline is registered with the state of South Carolina and Ohio. Marty Ann Cline has been associated with Osaic Wealth, Inc. since January 5, 2016. Marty Ann Cline was previously associated with STERNE AGEE FINANCIAL SERVICES, INC. and WRP INVESTMENTS, INC. Marty Ann Cline specializes in working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, charitable organizations, and state or municipal government entities. Marty Ann Cline offers investment advisory services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
01/05/2016 - Present
Osaic Wealth, Inc. (SALEM SC)
SC
09/12/2014 - 12/31/2015
STERNE AGEE FINANCIAL SERVICES, INC. (SEABROOK ISLAND SC)
SC
03/04/2011 - 09/12/2014
WRP INVESTMENTS, INC. (SEABROOK ISLAND SC)
BOTH
Issued 02/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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