Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Kiel is a financial professional with over 40 years of experience in the financial services industry. Marvin is currently registered as a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. in Chesterfield, MO. Marvin has previously been associated with several firms including Walnut Street Securities, Inc., W.S. Griffith & Co., Inc., Sentra Securities Corporation, Home Life Equity Sales Corp., and The Equitable Life Assurance Society of the United States. Marvin holds a Series 7, Series 6, Series 22 and Series 63 licenses. Marvin specializes in providing financial planning, portfolio management, pension consulting, and educational seminars. Marvin's clients include individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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2
MO
04/30/2009 - Present
Osaic Wealth, Inc. (CHESTERFIELD MO)
CA
03/05/1987 - 01/31/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
01/27/1986 - 02/12/1987
W. S. GRIFFITH & CO., INC.
NA
08/14/1984 - 01/31/1986
SENTRA SECURITIES CORPORATION
NA
03/08/1983 - 08/29/1984
HOME LIFE EQUITY SALES CORP.
NA
01/28/1982 - 07/29/1982
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 03/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/19/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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