Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Boxdorfer is a financial advisor with Planmember Securities Corp. Marvin has over 30 years of experience in the financial services industry. Marvin's areas of expertise include financial planning, portfolio management, and insurance sales. Marvin has a wide range of experience with clients including individuals, families, businesses, and retirement plans. Marvin holds the Series 6, 7, 24, 26 and 66 securities licenses. Marvin is also registered with the state of Indiana as an Investment Advisor Representative. Marvin's previous employers include Parkland Securities, LLC, NYLIFE Securities LLC, Sagepoint Financial, Inc., OneAmerica Securities, Inc., MML Investors Services, LLC, and Park Avenue Securities 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.
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.
Provides investment supervisory services
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
CA
01/04/2023 - Present
Planmember Securities Corp. (Carpinteria CA)
IN
11/03/2015 - 12/31/2022
PARKLAND SECURITIES, LLC (Greenwood IN)
IN
08/14/2015 - 11/04/2015
NYLIFE SECURITIES LLC (GREENWOOD IN)
IN
02/20/2014 - 05/20/2015
SAGEPOINT FINANCIAL, INC. (INDIANAPOLIS IN)
IN
02/08/2012 - 02/25/2014
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
04/30/2010 - 12/01/2011
MML INVESTORS SERVICES, LLC (GREENWOOD IN)
IN
06/17/2008 - 04/06/2010
PARK AVENUE SECURITIES LLC (GREENWOOD IN)
IN
06/09/1987 - 06/29/2007
THRIVENT INVESTMENT MANAGEMENT INC. (FORT WAYNE IN)
BOTH
Issued 05/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/23/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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