Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Rauchbach is a financial advisor registered with Osaic Wealth, Inc. based in Chapel Hill, NC. Marvin has been working in the financial industry since 1986 and has experience with a variety of clients, including individuals, businesses, and charitable organizations. Marvin holds licenses in multiple states, including Florida, Massachusetts, North Carolina, and Texas. Marvin is also a registered representative with FINRA and is a member of the Securities Industry and Financial Markets Association (SIFMA). Marvin is committed to providing his clients with personalized financial advice and helping them 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.
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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NC
02/08/2024 - Present
Osaic Wealth, Inc. (CHAPEL HILL NC)
NC
11/02/2000 - 02/14/2024
VALIC FINANCIAL ADVISORS, INC. (GREENSBORO NC)
TX
11/02/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
SC
08/04/2000 - 10/18/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
11/04/1997 - 08/07/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
10/24/1986 - 08/07/2000
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 02/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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